01
Introduction
This guide walks you through each step to ensure your vendor profiles are complete and up to date.
Video content
02
Click "Directory"
Navigate to the Directory section to access your vendor management area.
03
Click "Add Vendor"
Initiate the process to add a new vendor by selecting the Add Vendor option.
04
Click "Type a Company Name (3 characters minimum)"
Begin entering the vendor's company name, ensuring it meets the minimum character requirement.
05
Fill in the Vendor's Name or Select from a Current PLOT Vendor
Provide the full name of the new vendor to accurately identify them in your system.
06
If you are creating a Vendor not yet on any PLOT project, click the "Create" option.
Confirm and create the new vendor profile to proceed with adding their details.
Remaining steps are optional.
07
Click "Search for A new vendor's address"
Search for the vendor's address to associate accurate location information with their profile. All Deliveries assigned to this vendor will use this address and provide a 'distance to jobsite' value.
08
Click "Create"
Finalize the addition by saving the vendor’s information, completing the setup process.
