Assigning, updating, and maintaining an accurate connection between products and vendors is a crucial step toward better reordering and tracking.
Here are the recommended options for updating and assigning products to your vendors (and vice versa):
From the Vendor Page
While you're creating or editing a vendor, you will be able to assign or edit the products applied to the vendor.
Open the vendor profile (create new or edit existing)
Click "Edit Products"
Select which products to assign to this vendor
Click "Done" and "Save"
Using Filters To Find Products
The "Filter" icon can help narrow down what products to assign to the vendor.
Filter options include:
Product status (active/inactive)
Locations
Categories
Current vendor assignments
Creation date (products created on or after a chosen period)
For example, you can use the "Filter" icon to narrow down a particular product's status, locations, categories, and vendors. You can also filter by time-related options, like products that were "created on or after" a chosen period.
See all products: Click "Load All" to display all available products, not just the first page of results.
Remember to hit "Done" and "Save" when finished.
Via Bulk Upload Spreadsheet
To connect products and vendors via spreadsheet, use bulk uploads. These three options will allow you to connect a vendor to your products/variants:
Create Products and Variants: Assign vendors when creating new products
Create Products with Attributes: Assign vendors when creating new products with attribute-based variants.
Edit Variants: Update Vendor assignment for existing products.
If you're not familiar with bulk uploads, learn more about them here.
Pro Tip
Make sure the vendor name is copied exactly.
From the Product Details Page
From your Products & Variants tab, when creating/editing a product, you can assign its variants to a vendor from within the Product Details Page.
To assign the same vendor to all variants under a product:
Find the Management Section
Enter an existing vendor or create a new one to assign it!
To assign different vendors for your variants:
Click into the product you want to edit (or create a new product)
In the Identification section of the Product Details page, find the Vendors field
Type the vendor name in the search bar or select from existing vendors
Save your changes
Don't see a Vendors column? Click the Manage Columns icon to add the Vendors field to your view.
From the Variants View
Quickly add a Vendor to one or more variants from the Variants View of your Catalog
Go to the Variants View
Select one, a few, or all products (use filters or search to refine your selection)
Click the Pencil Icon
Select "Add Vendor."
Type or choose from existing vendors to assign
The selected vendor is applied to all selected products at once!
Why Connect Products to Vendors
Faster purchase order creation: When products are connected to vendors, you can quickly generate purchase orders showing only items from that vendor.
Better reporting: Run Vendor Sales Reports to see which products you're buying from each vendor and analyze purchasing patterns.
Organized inventory: Vendor assignments help you categorize products by supplier for easier management.
Things to Note:
When creating a purchase order for an existing vendor, if you use the "Create New Item" button, the product will automatically be assigned to the vendor.
Items can also be assigned to the vendor using the AI Assist PO tool.