Setting Up your Vendors

E-Cinch allows you to store all of your vendor information and assign a vendor to any given product within a package. This is helpful when producing your event as you can quickly and easily send each vendor a list of what you need to purchase from them. You may have vendors for things like glassware rentals, linen rentals, table or bar rentals, liquor retailers etc.

To add, edit, or view your vendors, start by clicking on the "Vendors" button in the top navigation bar.

To create a new vendor, click the "Create New" button in the top right.

Simply fill in the vendor's information and click "Save". The vendor will now appear in your vendor dashboard.

Pro tip: Add your business as the first vendor so you can assign your products/services to yourself.

With the vendor in your dashboard, you can now navigate to one of your products for which you use this vendor, and select them from the drop down. Learn how to edit a product in this step-by-step guide.

Once a proposal has been submitted, and if you generate a merchant report (see how in our Viewing & Editing Submitted Proposals guide), you will see the selected vendor for all products they were assigned to.

If you would like to simplify this report and see only the rows for a particular vendor, use the filter at the top of the Vendor column in your merchant report.

To search by vendor, type their information into the "Search field".

To edit a vendor's information, click on either their vendor ID or their Company Name.

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