Step 1:
Open the vendor list template that we've linked in your onboarding email.
Step 2:
Navigate to the "File" option.
Step 3:
Select "Make a Copy".
Step 4:
After creating a copy, you're ready to input all your vendor information into this spreadsheet for import.
Step 5:
We'd appreciate if you'd include the following details:
- Your company name
- Vendor's phone number (if available)
- Your account number (optional)
- Vendor's address
- Default profit margin for the vendor
Once you've filled out this list, proceed to the final step.
Step 6:
Send the completed list to your onboarding specialist for import.