Table of Contents:
- Supplier information
- Request account
- Supplier Catalog
Supplier Information
Electronically file new account applications with suppliers in two-clicks. Onboarding your new suppliers has never been easier!
- Go to the Admin Dashboard and select Suppliers.
- Choose your Supplier to view their general information: Supplier Name, Website, Phone Number, Email address.
- By clicking on the (eye icon) you will be able to view their Catalog.
- You will see another tab for Accounts, click on the Account you want to view, or edit your account information, your method of ordering, and payment terms.
- You can also create more accounts for the same Supplier. Learn more here.
- After Account information, you´ll see the Address information section, you can also change your Shipping and Billing address related to the account from the dropdown menu, these addresses were previously set up in your company settings.
- Also, you´ll see the Blanket PO option to enable the option and add more blanket POs. Learn more here.
- You can also add your Suppliers Payment information here to be able to use LabFellows Pay withing our platform. Learn more.
Request Account
- If you need to request a new or additional account, click the Request Account link.
- You will get a message to authorize to share the required information with your supplier, and choose the shipping and billing address.
- Now click on the Request Account button.
Supplier Catalog
- Go to the Admin Dashboard and select Suppliers.
- Choose your Supplier to view their general information: Supplier Name, Website, Phone Number, Email address.
- By clicking on the (eye icon) you will be able to view their Catalog. You can also upload a CSV file with their catalog information.
- Click on Upload CSV file, you will be prompted to a new screen where you will be able to Download LabFellows template to fill it out with the required information, and once filled in you can upload it.
- You can also upload your Supplier's catalog by clicking on Select File to upload it.