This set of guides covers creating and managing Vendors across both the Webtron Dashboard and VendorPlus+.

What are Vendors?

Vendors is our umbrella term for a few different aspects of the Webtron Dashboard and VendorPlus, but in a nutshell, your Vendors are people or companies who you are selling items on behalf of or on consignment.

Vendor Profiles

What are Vendor Profiles?

Vendor Profiles are profiles that can be created by your Dashboard Admins in the Webtron Dashboard. Each profile can represent a single Vendor/Consignor you are working with, or you can create one Vendor Profile to be assigned to all Items.

What are Vendor Profiles for?

Vendor Profiles serve a few different purposes:

1. Item Assignment – Vendor Profiles can be assigned to each of your Items, which is required for the following features to work:
   • Invoicing – Both in-Dashboard and VendorPlus+ Invoicing can be split by Vendor, allowing you to divide your invoices based on their assigned Vendor. This is especially useful if your Vendor’s Address is the collection/pickup address for their Items.
   • Reports – Several exports and reports can be split by Vendor, such as the Auction Results export and Summary Table in the Webtron Dashboard, and the new Vendor Reports in VendorPlus+.
   • Vendor Commissions and Statements – Vendor Statements can be generated as part of VendorPlus’ Invoicing suite. Vendor Statements contain their list of items and their Hammer/Unit Total. You can also set a Commission Rate for that Vendor Profile that is then displayed and deducted from their Vendor Statement.*

Is creating Vendor Profiles mandatory?

Only if you intend to use the Consignment and Invoicing features in VendorPlus+. We do heavily recommend setting up Vendor Profiles anyway, but it is ultimately up to you.

Vendor Users

Vendor Users are a special user type available as part of VendorPlus+ Consignments. Vendor Users are individuals or companies that you can invite to join your VendorPlus+, they can then submit items via the Submit Consignment feature.

Creating Vendor Profiles in the Webtron Dashboard

You and your Dashboard Admins can create new Vendor Profiles in the Webtron Dashboard at any point, here’s how:

Step 1: Navigate to the Users & Groups > Vendors menu

Once you’ve logged into the Webtron Dashboard, look to the left-hand side of your screen, inside the Dashboard sidebar, click the Users and Groups dropdown, then click Vendors:

Step 2: Click New Vendor

You’ll now see a list of your existing Vendor Profiles (including the default profile we set up for you). Above the top-left of the Vendor List, click the New Vendor button:

Step 3: Fill out your Vendor Profile details

You’ll now see the New Vendor menu, divided into 3 tabs:

1. Main Settings
2. Contact Address
3. Contact Number

Fill your Vendor Name and Email Address

The Main Settings tab contains the Vendor Name and Email Address fields, in Vendor Name fill in your Vendor’s Full Name or Company Name. Email Address is optional and can be left blank, otherwise fill in the Email Address for your Vendor.

Fill in your Vendor’s Contact Address

Click on the Contact Address tab and fill in your Vendor’s Address information:

You only need to set values for the Address Line 1, Town or City, Postal/Zipcode and Country fields. If the Vendor doesn’t want to specify an address, you can fill these fields with placeholders.

Fill in your Vendor’s Contact Number

You must provide at least one Contact Number per Vendor Profile, click on the Contact Number tab, then click the Add New button and select the Contact Number type – Phone, Mobile, or Fax:

Step 4: Click Save Vendor

Once you’ve filled out all of the required fields, click the green Save Vendor button at the top-left of the New Vendor menu:

You’ll now see a confirmation message that your new Vendor Profile has been created successfully.

Editing Vendor Profile details

At any point, you can update the details of your Vendor Profiles by following the steps above. Once you reach Step 2, instead of clicking New Vendor, click the Edit button that appears for each Vendor Profile:

Then follow Steps 3 and 4 detailed above.

Inviting your Vendors and Consignors in VendorPlus+

Assigning Vendor Profiles to your Items

Vendor Profiles can be assigned to your Items in both the Webtron Dashboard and VendorPlus+ Auction Manager.

The where and how differs between each platform, we have dedicated guides for each here: