Alec Young Vendors are the people or companies you sell Items for. Each Item can be linked to a Vendor, so you can split invoices and reports by Vendor and let a Vendor follow their sales.
This guide covers creating and editing Vendors in the Webtron Dashboard, giving a Vendor’s user access to My Sales, and linking Items to Vendors.
This guide has been rewritten to match the current Webtron Dashboard, including the new sidebar. It is a first draft, so wording and animations may still change.
What are Vendors?
A Vendor profile can stand for one consignor, or you can use one profile for all your Items. Only your admins see which Vendor an Item belongs to: Bidders and Buyers don’t.
- Invoicing: invoices can be split by Vendor. See Split by Vendor Invoicing and VendorPlus+ Invoicing with Xero.
- Reports: exports and reports, such as the Auction Results export and the Summary Table, can be split by Vendor.
- My Sales: a Vendor’s user can follow their Items’ sales on your Portal (below).
VendorPlus+ Consignments adds Vendor users, who submit their own Items to you. See VendorPlus+ Consignments.
Creating a Vendor
Vendors are kept in Users & Groups > Vendors. The list shows each Vendor’s Ref β, name, Email and Public Vendor Administrators, with FILTER to search it. A Vendor belongs to the Auctioneer you are working in.
Each step has a short animation of the screen. Select a part in the bar under an animation to hold it there, then select Play to carry on. The red outline marks what to select next.
Step 1: Opening Vendors
- Under Users & Groups in the sidebar, select Vendors.
- Select New Vendor.
Step 2: Filling in the Vendor and saving
- On the Main Settings tab, type the Vendor name (a person’s or company’s name) and Email address.
- Select the Contact Address tab and fill in Address Line 1, Town or City and Postal/Zip Code. They are required.
- Select the Contact Numbers tab, select Add New, choose Telephone, Mobile or Fax and type the number. At least one number is required.
- Select Save Vendor. The Vendor is added to the list.
Without the address or a number, saving lists the missing fields at the top of the form, each with a [ Show Error ] link.
If The value for this field must be unique. shows above the Vendor name, another Vendor has that name. Add something to tell them apart, such as a number or the company name in brackets, and save again.
Editing a Vendor
Step 1: Editing and saving
- In Vendors, select Edit on the Vendor’s row. Use FILTER to find it.
- Change the details on any of the three tabs.
- Select Save Vendor. The list shows the change.
Giving a user My Sales access to a Vendor
My Sales lets a Vendor log in to your Portal and follow the sales of their own Items: live and closed Auctions, a sale summary (Lots, bids and the value sold and unsold), how many Bidders are approved, and the list of their Items. They only see Items linked to their Vendor.
Before you start
- Ask the Vendor to create an account on your Portal, and note its username.
- The account needs the Public Vendor Administrator role. To have it added, contact us through the Get in Touch page with the username.
Step 1: Adding the user
- On the Vendor’s row, open the Administrator list in the Public Vendor Administrators column and choose New administrator.
- The Add A New Administrator dialog asks for the username of a user to add. Type it in Username.
- Select Confirm. The user is added to the Vendor’s Administrator list.
The Administrator list then shows Remove: <username> for each user added. Choose it to take that user off the list.
As the dialog says, the user’s roles and privileges decide what they can access, and are set separately. The user’s Vendor Association tab lists the Vendors they are linked to: see Viewing a Bidder’s History.
Linking Items to Vendors
Each Item’s Vendor/Client field links it to a Vendor, chosen when the Item is created. Create the Vendor first. See Creating Lots and Listings for Timed Auctions & the Marketplace.
FAQs
No. Only your admins see it.
You need them to split invoices and reports by Vendor, to use VendorPlus+ Consignments and Invoicing, and for My Sales. We recommend setting them up either way.
Another Vendor already has that name. Add a number or the company name in brackets, and save again.
Through My Sales on your Portal, once their user is added to the Vendor’s Administrator list. See Giving a user My Sales access to a Vendor, above.