Adding Global Vendors Manually

Modified on Thu, 2 Oct at 11:15 AM

Businesses use vendors in order to create purchase orders. A lot of child locations have the same vendors, so to prevent the duplicate work of setting up the same vendors in multiple accounts, you can now create vendors at the parent level and have all the child locations share them. In this article, we will walk through the steps on how to create vendors at the parent level.

Things to know:

The global database for inventory must be enabled on the parent and child accounts. This is controlled by a hidden setting that can only be enabled by the MyTime team. Please contact our support team at support@mytime.com.
The ability to create a global vendor is controlled by the hidden "Enable Global Vendors" setting.
Global vendors are visible on the child account but can only be edited at the parent level
For franchise businesses, the same vendor cannot be added at both the parent and child levels. If you try to do so, an error message will appear stating that the vendor name is already in use.
The parent account can exclude certain locations from using the vendors
A globe icon will be displayed next to global vendors when logged in at the child level
New child companies created with the template_copier will have only global vendor SKUs.

Contents

Adding Vendors Manually on the Vendor Profile Page
FAQs

Adding Vendors Manually on the Vendor Profile Page

To manually add a global vendor:

Log in as the parent account owner (franchisor)
Navigate to Inventory
Select Vendor Profiles on the left panel
Once the page loads, select the Create Vendor button
Here, you will be able to add the following information:
- Vendor's name: - Name of the vendor
- Vendor's Address: Vendor's complete address
- Vendor's contact information: Vendor's email address and phone number
- Payment Method: The payment method(s) that will be used to pay the vendor when you submit your purchase orders.
- Location: Select the child locations where the vendors can be used. If the vendor location is not checked, the vendor will not be available at that location.
- Account ID: The account ID associated with the vendor. This is not required.
Once you have added all the details, go ahead and save your changes

FAQs

1. If a vendor exists at a child company, but the business wants that vendor to be global, what should they do?

The parent will need to add the vendor after the child company removes the vendor

2. Will/should global vendors be affected by access controls in any way?

For Vendors we have the Manage Inventory Vendors access control, found in the POS section of access controls.
For VIEW INVENTORY VENDORS, child staff can only VIEW both global and local vendors and cannot make any edits.
For MANAGE ALL VENDORS, child staff can ONLY edit Account ID.

3. Will users be able to add local products to global vendors?

4. Can purchase orders be placed at the parent level?

This will not be available for now

5. What can the child company edit in the vendor profile?

Account ID
Child companies can see which locations are enabled and what payment method, but not edit them
Child companies cannot edit or delete products from global vendors

6. When the parent account excludes a location from the global vendor, can that child account still see the vendor in the list? What if the Child location has 3 locations and only one of them is excluded?

If all locations of a child company are excluded, the global vendor will not be displayed to the child company

7. What if the user is creating a local vendor on a child account that has global inventory, and is using a name that is the same as the vendor name that already exists on the parent but not shared with that child (so the vendor is not shown on the child since none of its locations is selected).

An error message will be displayed

If you have any questions, please contact our Support Team at support@mytime.com.

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