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Onboarding as a Vendor

We will walk you through the steps to setting up your Vendor account for a successful start on Purchs.

To create a vendor account on Purchs, you first need to set up a user account. This process is simple and ensures you have full access to all our platform's features.

For detailed instructions, please visit Purchs Account Setup Guide. Then, return to this page. 

Use your newly created credentials to log into the Purchs platform.

Screen Shot 2024-11-18 at 1.34.03 PMPreview your Listing Page

To preview our listing page as it comes together, click the Listing Preview button. It is located below your account number as shown in the right image. 

Since price lists are specific to each customer, your preview will show you placement only. 

Company Settings

Only completed shops are eligible for publication so be sure to add all company information. Use the menu on the left side of your screen as your guide and go top to bottom.

Vendor Company Profile Screenshot

2. Company Profile: All fields on this screen are mandatory for publication. Your operating name will be used to create a unique URL, which you can utilize in your marketing and promotions to direct current and potential customers to your catalog on Purchs.

3. Service Area: Define the geographic regions you serve. This setting ensures that merchants within your specified service area can view your products if your account is set to public. You can configure this to include individual or multiple countries, provinces/states, or towns/cities.

Vendor Defined Service Area Screenshot

4. Fulfilment: Merchants do not manually checkout process on Purchs. Instead, we use the vendor defined cut-off settings to finalize orders and issue Purchase Orders based on your configured cut-off and delivery schedule, combined with your minimum order value setting. A default schedule is provided, which can be customized by selecting the pencil icon for both delivery and cut-off settings.

Vendor Defined Fulfilment Screenshot

5. Finance: This is where things get exciting – getting paid! You have two options available. Purchs offers a variety of convenient and comprehensive payment methods at very competitive rates, including credit card, EFT/ACH, e-Interac, and mailed checks. Simply select the methods you will accept. Alternatively, you can manage your payments outside of Purchs and manually update the payment status on the dashboard. Please note that transaction fees apply when using third-party payments.

Screen Shot 2024-11-18 at 2.21.16 PM

Under the tax table tab, set what taxes are applicable to your products. The applicable taxes will then be manually assigned when adding your products to a catalog. 

6. Product Catalog: To enable Purchs' AI bot, Purcy, to perform ordering by scanning a UPC code, please ensure that your Purchs catalog listings include accurate UPC codes. For more 

You have two options to add products to your Purchs catalog:

  1. Single Upload: Add products one at a time. Click the ? icon for instructional tips. 

  2. Bulk Upload: Use the downloadable template for bulk uploads. For help with bulk uploads, click here.  

Vendor Catalog with Unlimited Products Screenshot

Only manufacturers or brand owners can upload products. We then share this information with the resellers and merchants you sell to, ensuring there is no duplication. This also allows you to maintain control over your products and ensure that the information is always accurate.

7. Price List: Creating at least one price list is essential to publish your account. Customize each price list with specific products and set wholesale pack size pricing. Furthermore, you can define start and end dates for each price list, ensuring you stay fully prepared and up-to-date with any changes. Once a price list is published, it can be assigned to one or more customers for seamless transactions.

Vendors can set up multiple price lists and assign to customers

8. User Permissions: As an account owner, you have full access to all vendor features, including the ability to set up user permissions for your team members based on your Purchs plan. To enable access to Purchs' AI bot, Purcy, for text ordering and text notifications, ensure you include each team member's mobile phone number. This will trigger an account verification process via email and SMS. Once your teammates verify their accounts, they will have access to the features you have set up for them.

Vendors can add Teammates and set permissions

9. Orders: All your Purchs orders, whether placed by our AI Bot, your sales reps, or your merchant customers, are posted under the Orders section. This centralizes your workflow, allowing you to manage and process all orders from one convenient location.

Vendors can add teammates and set persmissions

10. Customers: Don't wait for customers to connect with you—accelerate your efficiency with Purchs by adding your customer list yourself. You can assign price lists to your customers and place orders directly from the customer dashboard. Then, seamlessly transition your customers to using Purchs, allowing them to place their own orders quickly and efficiently.

Vendor Order Management Screenshot

Once your company is set up with at least one catalog and one price list, you are all set to start selling on Purchs!

Your own account settings may require some attention. Be sure to review the article on Personalizing your Profile.i