This article walks you through the process of adding a vendor in the web app.
Before you can place any orders in Backbar, you must add your vendors.
1. In the left navigation menu, clickOrders then Manage Vendors
2. Click on theAddbutton.
3. Search for the name of your vendor. If you see your vendor listed, click on the vendor name. If not, click onClick here to create a new vendor.
Enter the vendor details. Below is a description of all of the fields:
Vendor Name- Full company name of the vendor
Account #- Your unique account number for that vendor
Minimum Order- Any minimum spend you must have to place an order (or avoid an additional fee)
Vendor Notes- Internal notes you wish to save for this vendor. The vendor willnotsee these notes.
Delivery Schedule- The day(s) this vendor makes a delivery
Order Cutoff Time- The day and time your order must be placed by to meet the scheduled delivery day
Vendor Contacts- The person or people that your orders should be sent to. You must include a name and email address for your orders to be sent.
Important note: After adding the vendor contact information, Click the blue plus (+) button to add the contact to your vendor and then click save.
Once vendors have been created, you must assign vendors to items before orders can be placed. You can assign items in any of the following ways (listed from easiest to hardest):
From theBuild OrdersorInventory Itemspages, use theActionsbutton to bulk assign vendors to multiple items at once by first checking the check mark next to each item to assign.
From the Build Orders or Inventory Items pages, click into an individual item and at the bottom of the page select the correct vendor from the drop-down menu next to vendor.
If you add an item to your shopping cart and it does not have a vendor assigned yet, you will be required to assign the vendor to each item in the cart before the order can be placed.
How to Add a Vendor
Before you can place orders in Backbar, you'll need to add your vendors. This guide shows you how.
1. Go to Manage Vendors:
Open the main menu (often ☰).
Tap Orders, then tap Manage Vendors.
2. Start Adding a Vendor:
Tap the Add button.
3. Search or Create Vendor:
Search: Type the name of your vendor. If they appear in the list, tap their name.
Create New: If your vendor isn't listed, tap the option similar to "Create a new vendor."
4. Enter Vendor Details:
Fill in the vendor's information:
Vendor Name: Full company name.
Account #: Your unique account number with them.
Minimum Order: Any minimum spend required (or to avoid fees).
Vendor Notes: Your internal notes (the vendor won't see these).
Delivery Schedule: The day(s) the vendor delivers.
Order Cutoff Time: The day and time your order must be placed by for the scheduled delivery.
Vendor Contacts: The person/people your orders should be sent to. You must include a name and email for orders to be sent.
Important: After adding contact info, tap the blue plus (+) button to add the contact. Then, tap Save.
Next Step: Assign Vendors to Items
Once vendors are created, you must assign them to your items before you can place orders. Here’s how (from easiest to hardest):
Bulk Assign (Easiest):
Go to the Build Orders or Inventory Items section.
Select the items by tapping the checkbox next to each.
Tap the Actions button and choose the option to assign vendors.
Individual Item (In List):
Go to Build Orders or Inventory Items.
Tap on an individual item to open its details.
Scroll to the vendor section (often at the bottom) and select the vendor from the dropdown menu.
In Shopping Cart:
If you add an item to your shopping cart that doesn't have a vendor, you'll be prompted to assign one to each such item before placing the order.
