In order to place a club repair order to an offsite vendor, they must first be added to the vendor list and marked as club repair vendors. Assigned club repair vendors can be hard good vendors (e.g., Titleist, TaylorMade, etc.) or independent club repair vendors.
In this article, we will discuss how you can make any vendor a club repair vendor. For complete details on managing vendors, Click Here.
Marking Vendors as Club Repair Vendors:
Many vendors on your current vendor list can already be considered club repair vendors (e.g., Titleist, TaylorMade, etc.). However, you may have some vendors, like independent club repair vendors that may need to be added to your vendor list. Click Here for instructions on adding new vendors.
You can mark vendors as club repair vendors via spreadsheet or individually. See below for instructions on both methods:
Via Spreadsheet:
To make changes via spreadsheet, follow these instructions:
Go to Club Details > Vendors > Roster > Download Spreadsheet. Download and save the spreadsheet onto your computer.
Make a copy of the spreadsheet as a backup.
Open the spreadsheet.
IMPORTANT: DO NOT sort any columns in the excel document unless you un-hide column A (Column A is always hidden by default and includes Golf Genius - Golf Shop vendor ID numbers).
Find the column mark "Club Repair Vendor." Any vendor you would like to make a club repair vendor, change the value for that column to "Yes."
Make any other changes you would like to the spreadsheet.
You can add new vendors by adding them to the END of the spreadsheet.
You cannot delete vendors via spreadsheet. (To delete vendors, go to the Vendor list, click on the action drop down and click delete.)
Save the spreadsheet as a ".xlsx" file.
Go to Club Details > Vendors > Roster > Choose File > Select the updated spreadsheet from your computer and click "Import Spreadsheet."
Match any attributes that may need to be matched and click "Import Spreadsheet."
Click "Back" once the import is finalized.
Individually:
Go to the Club Details > Vendors > Roster.
Click the action drop-down and select "Edit" for the vendor that needs to be updated.
Check the box for "Club Repair Vendor (as shown below).
Add/Change any other information (if necessary).
Click "Save"
