This article walks you through the process of adding a vendor in the web app.
Before you can place any orders in Backbar, you must add your vendors and an affiliated vendor contact email.
1. In the left navigation menu, clickOrders then Manage Vendors
2. Click on theAdd new vendorbutton.
3. Search for the name of your vendor from our database of bev-alc vendor partners. If you see your vendor listed, click on the vendor name. If not, click on+Create Vendor manually.
Enter the vendor details on the following vendor information card. Below is a description of all of the fields:
Vendor Name- Full company name of the vendor
Account #- Your unique account number for that vendor
Minimum Order- Any minimum spend you must have to place an order (or avoid an additional fee)
Vendor Notes- Internal notes you wish to save for this vendor. The vendor willnotsee these notes.
Delivery Schedule- The day(s) this vendor makes a delivery
Order Cutoff Time- The day and time your order must be placed by to meet the next scheduled delivery day.
Vendor Contacts- The person or people that your orders should be sent to. You must include a name and email address for your orders to be sent. Orders are not texted to vendors, and the phone number field is for reference only.
Important note: After adding the vendor contact information, Click the blue plus (+) button to add the contact to your vendor and then click save. The same with the Delivery schedule, click the orange plus (+) button to add the delivery day before saving the vendor details.
Once vendors have been created, you must assign vendors to items before orders can be placed. You can assign items in any of the following ways:
From theBuild OrdersorInventory Itemspages, use theActionsbutton to bulk assign vendors to multiple items at once by first checking the check mark next to each item > Actions > set Vendor and select affiliated vendor.
From the Build Orders or Inventory Items pages, click into an individual item details and in the vendor field select the correct vendor from the drop-down list.
If you add an item to your shopping cart and it does not have a vendor assigned yet, you will be required to assign the vendor to each item in the cart before the order can be placed.
This article walks you through the process of adding a vendor in the mobile app.
Before you can place any orders in Backbar, you must add your vendors and an affiliated vendor contact email.
1. Open the Mobile Backbar app to the main dashboard and tap on the User settings menu in the top right (person icon)
2. Tap Manage Vendors > Add new Vendor button.
3. Search or Create Vendor:
Search for your vendor from our database of affiliated bev-alc vendors.
Create New: If your vendor isn't listed, tap the Plus (+) button to add as new.
4. Enter Vendor Details:
Fill in the vendor's information:
Name: Full vendor name.
Account #: Your unique account number with them.
Minimum Order: Any minimum spend required (or to avoid fees).
Vendor Notes: Your internal notes (the vendor won't see these).
Delivery Schedule: The day(s) the vendor delivers.
Order Cutoff Time: The day and time your order must be placed by for the next scheduled delivery.
Vendor Contacts: The person/people your orders should be sent to. You must include a name and email for orders to be sent.
Important: After adding contact info or delivery schedule details, tap the blue plus (+) button to add the contact. Then, tap Save.
Next Step: Assign Vendors to Items
Once vendors are created, you must assign them to your items before you can place orders. Here’s how (from easiest to hardest):
Assign by item:
Go to the Inventory Items section (clipboard icon in bottom navigation bar).
tap on the item to open item details.
Tap the Vendor section to align a vendor.
assign by ordering:
Go to Build Orders (shopping cart icon in bottom nav bar)
Add the item to your cart.
When tapping Review Cart prior to ordering, you will be prompted to align missing item info, for ordered items without size or vendor details. Assign the details and save.
