Check Out This Video for a Quick Explanation

What is a "Vendor"?

In dealr.cloud, a "Vendor" is any company, person or entity you do business with. Vendors are used throughout the system to assign costs. For example, when adding a purchase cost to inventory, you can assign Manheim Auto Auction as the vendor from whom you purchased the vehicle. Vendors are used to assign flooring plan costs, as well as tracking who you purchased GAP or Service Contracts from for a deal, and in many other circumstances within dealr.cloud.

In any of the places where you would assign a vendor in dealr.cloud, you'll find a drop-down menu. These menus will have different titles. Some are specific such as "Flooring Company" or "Lien Provider", others will be generic, like "Name" or "Vendor".

Add a Vendor to the System

There are two ways to add a Vendor to the dealr.cloud system. See the options below for detailed instructions.  

Option 1: Add a Vendor in the Drop-Down

At the bottom of every drop-down menu, you will find a "New Vendor" option.

1. Click on "Add Vendor" to open the dialog box for a new vendor.

2. Enter all pertinent information and click "Create".

NOTE: Only the vendor name is required, but others my be necessary for forms or accounting purposes. 

Option 2: Add a Vendor in Your Settings

1. Go to Manage > Entities > Vendors

2. Click the "Add Vendor" button at the top righthand corner of your screen

3. Enter all pertinent information

NOTE: Only the vendor name is required, but others my be necessary for forms or accounting purposes.

Make Sure to Click "Create"

Edit a Vendor

If you created a vendor at any point and left out information, you have the option to edit het vendor in the system. This can only be done by users with Admin Access. 

1. To edit a vendor, go to Manage > Entities > Vendors

2. Search for the vendor in the search field at the top of the page

3. Click on the vendor to open the dialog box and edit 

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