Home > SI Documentation (v13) > User Guide > People > Vendors > Vendor Partners

Vendor Partners

Details

 

Vendor Partners provide pricing (Unit Cost) for many of their Products. This feature is for U.S. customers only and all pricing is in U.S. dollars.

 

vendor pricing.jpg

 

You can access this feature within the Vendor Explorer, Product Explorer, and Add Products from Library interfaces.

Connect

 

In order to receive pricing from a Vendor Partner, you must sign up and have an account with them. You can manage your connection by clicking the Connect button:

 

connect button.jpg
 

This will open the Connect to Vendor Partners dialog:

 

connect to vendor partners.jpg

 

Select a Vendor that you want to connect with. If they have a webpage for you sign up with them as a dealer the Sign Up button will be active that will take you to their site:

 

sign up button.jpg

 

Once you receive your Account Number from the Vendor (or if you already had this information), select the Vendor in the list and click the Connect button:

 

vendor connect button.jpg

 

You will be prompted to enter your account number and billing zip code:

 

account and zip.jpg

 

If you are not already a dealer for the selected Vendor, or if you've entered incorrect information above, you'll be asked if you want to send a request for approval to the Vendor:

 

prompt to contact vendor.jpg

 

Once a request has been sent, the Status will display as "Pending":

 

pending status.jpg

 

Once approved, the Vendor will display with a Status of "Approved" and your Pricing Tier will display. Every Vendor has their own price tiers and naming conventions:

 

approved.jpg

 

This data will also display in the Vendor Explorer:

 

partner pricing vendor explorer.jpg

 

Once connected, any products (that Vendor has pricing for) you download from that Vendor will come down with the Unit Cost field populated. There will be a checkmark next in the Partner Set Cost column. If you manually change the Unit Cost, the checkmark will be removed.

 

partner set cost.jpg

 

The Preferred Vendor field will also be set:

 

preferred vendor.jpg

 

If you have downloaded any Products from this Vendor prior to connecting to them as a Vendor Partner, you can select the Vendor in the list and click the Find Products with Pricing Provided by Partner button.

 

find products.jpg

 

This will find all existing Products that have Vendor pricing available and list them and you can click the Update button to get the pricing and set the Preferred Vendor:

 

update products with partner pricing.jpg

 

Moving forward you will use the Update Pricing functions described below to keep your pricing up to date.

Update Pricing

 

Click the Schedule Price Updates button to set your preferences for Price Updates:

 

schedule pricing updates button.jpg

 

Here you can set the frequency for automatic updates, choose which of your Price Types you want the Unit Cost to be populated for, and choose your preference for what happens to your Unit Price when the Unit Cost is updated:

 

schedule pricing updates.jpg

 

You can also update pricing at any time by selecting one or more Vendor Partners and clicking the Update Pricing button and choosing "Selected" or "All":

 

update pricing 3.jpg

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