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Creating new Vendors and Products using Wizard
Phase 1: Existing Vendor – Adding a New Product
Phase 1: Existing Vendor – Adding a New Product
Use this process if the vendor is already in our system but is missing a specific product.
Navigate to theWizard.
Type the Vendor Name into the search bar.
Click "Edit Vendor."
From the Edit Vendor menu on the right, choose one of two methods:
Method A (Manual): Click "New" next to the Products box.
Method B (Competitor Data): Scroll down and click "View Vendor Possible Products." Select the product from the dropdown if it appears (this is based on competitor listings).
Phase 2: New Vendor – Creating Vendor & Product
Phase 2: New Vendor – Creating Vendor & Product
Use this process if neither the vendor nor the product exists in our database.
Search & Verify: Type the Vendor Name or Domain into the search bar (always check both to avoid creating a duplicate).
Initialize: click "Create Vendor", if no match is found, click "New Vendor"
Fill Required Fields: Ensure the following fields are populated (search online if the Wizard hasn't auto-filled them):
Vendor Name
Webpage (URL)
LinkedIn Co. ID
Save: Click "Create Vendor."
Phase 3: Finalizing Product Details
Regardless of whether the vendor was new or existing, you will end up at the New Product menu.
Product Name: Enter the name (or verify it if auto-filled).
Primary Category: Select the most relevant category (Required).
Additional Categories: Add any other applicable categories to improve searchability.
Complete: Click "Create Product."
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