7.2 - Entering a Vendor and their Details for Clearing Sales

Key Steps

Step 1: Access the Vendor Tab 0:09

• Navigate to the Clearing Sales interface.

• Click on the 'Vendor' tab.

Step 2: Add a New Vendor 0:15

• Click on 'Add Vendor'.

• Select the appropriate business (e.g., John Smith's).

• If the business is not listed, click on 'Add New Business' to enter their details.

Step 3: Assign an Agency 0:31

• Choose an agency from the dropdown (e.g., Black Search Demo for testing purposes).

Step 4: Enter Vendor Commissions and Notes 0:40

• Input any vendor commissions.

• Add relevant vendor notes as necessary.

Step 5: Input Pickup Details 0:48

• Confirm that the pickup address is automatically populated from the business details.

• If changes are needed, toggle off the auto-fill and enter a new address.

Step 6: Add Pickup Notes 1:04

• Include any specific pickup notes, such as agent's phone number or other important details.

Step 7: Save Vendor Information 1:15

• Click 'Save' to finalize the entry of John Smith as a vendor.

Step 8: Edit Vendor Information 1:23

• To edit vendor details, click on the three dots next to the vendor's name.

• Select 'View', 'Edit', or 'Delete' as needed.

Cautionary Notes

• Ensure all vendor information is accurate to avoid processing errors.

• Double-check the pickup address before saving to prevent miscommunication.

Tips for Efficiency

• Use the 'Add New Business' feature to quickly enter vendors not already in the system.

• Keep a list of frequently used agencies for quick selection.

Link to Loom

https://loom.com/share/bcce7f370f3446efae90875a7c8c321e