coreSTORE - Purchasing: Navigating the Supplier Dashboard

In this guide, we will cover how to navigate your Supplier Dashboard, helping you become familiar with the tools and options for creating or editing existing suppliers.

1. Search

In the top left-hand corner of your Suppliers Dashboard, you have the option to search for suppliers by name, ID, etc., providing a streamlined way to find the vendor you wish to update.

2. New Supplier Button

Clicking the New Supplier button allows you to add a new supplier to your list. If you're an FFL dealer, you can also search for the supplier by their zip code to add them.

3. 3 Dot Action Menu

Using the 3-Dot Action Menu in the top right corner of the dashboard allows you to access import and export features for your vendor list. You can also manage old suppliers and configure custom fields for your suppliers.

4. Display Column Cog Wheel

Using the Cog Wheel icon above your supplier list on the right-hand side allows you to select which information appears on your Supplier Dashboard. You can also organize the display order by clicking and dragging the Hamburger Menu.

5. Suppliers Section

The Supplier section displays each of the suppliers you have established, with your preferred display columns. You can also click Edit to modify an existing supplier.

6. Check Box

Checking the box next to a supplier provides additional action options for the selected suppliers.

7. Additional Options

With a supplier selected, you have options to email the supplier, print mailing labels, export the selected suppliers to Excel, and import the contact information into coreILLA.

Updated on: 11/18/2024