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Assign Vendor or Manufacturer to Spec

Link a vendor and/or manufacturer to a spec for tracking, reporting, and procurement

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Written by Ian Cody

Method 1: Bulk Edit

  1. Go to the Specs tab

  2. Highlight specs to update

  3. Click Bulk Edit

  4. Use the Vendor dropdown to assign

  5. Use the Manufacturer dropdown to assign

  6. Click Save

Method 2: Vendor/Manufacturer Button

  1. Highlight specs

  2. Click the Vendor/Manufacturer button (top corner)

  3. Select vendor from dropdown

  4. If reps are linked to the vendor, they auto-populate

  5. Select manufacturer from dropdown

Method 3: Individual Spec

  1. Open the spec

  2. Scroll down to the Vendor/Manufacturer section

  3. Search for or select the vendor

  4. Linked reps appear automatically

  5. Select manufacturer if applicable

  6. Click Save

Tips

  • Set up vendors and reps in the Vendors tab first

  • Reps associated with a vendor auto-populate when you select the vendor

  • You can assign both a vendor and a manufacturer to one spec

Related Features

  • Adding Reps to Vendors

  • Create Vendor Labels

  • Bulk Edit Specs

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