Suppliers not on Wren
Add a supplier Wren is not linked to, such as a local lab or a rep who takes orders by email, and order from it in Wren.
Some of the people you buy from have no link to Wren: a dental lab, a janitorial supplier, a rep who still takes orders by email. You can add them yourself as an external supplier. They sit with your other suppliers, you order from them in the same cart, and Wren emails each purchase order to them for you.
Search before you add
- Open Suppliers under Shop.
- Press Connect Suppliers.
- Type the Supplier name.
Wren lists suggested suppliers with how many products it already holds for each. A supplier Wren is linked to reads Connected, and one you added earlier reads Edit supplier. Searching first stops the same supplier being added twice.
Create an external connection
If nothing matches, press + Create external connection. The form has four steps.
Step 1: Basic info
Enter the Supplier name. It is the only required field. You can also add an address, a description and a website. Press Continue.
Step 2: Logo
Upload a logo as a JPEG or PNG, up to 10 MB. It shows on the supplier's card; without one, the card shows the supplier's initial. Press Continue, or Skip to go on without a logo.
Step 3: Locations
There is one row for each of your locations.
- Tick Connect on the locations that order from this supplier, or use Select all.
- Choose each location's Bill to.
- Choose a Sales Contact. This is where the orders go. If none is saved, press Add Sales Contact and choose Sales Representative, for a person with a name, email and phone, or General Company Email, for an orders inbox.
- Enter the Account ID#, your customer number with this supplier, if you have one.
- Use Included Emails to choose colleagues who are copied on this supplier's orders. It is optional.
- Press Continue.
Step 4: Review
Check the supplier's details and each location with its Bill to and Sales Contact. Use the arrow at the top left to go back and change anything. Then press Create Supplier.
If you close the window before Create Supplier, nothing is added.
What happens next
The supplier gets a card on the Suppliers page like the others, with your logo or its initial. It shows Catalog and 0 Products in Catalog until you add products. A supplier you add has no green verified badge and no Punchout, because Wren has no link to it: prices and stock are what you enter yourself.
To add the products you buy from it, see Custom products.
Under Account Settings, Suppliers, an external supplier reads USER-ADDED, where a supplier Wren is linked to reads CONNECTED.
How orders reach an external supplier
In the cart, every supplier gets its own purchase order, yours included. For a supplier you added, Wren emails the purchase order as a PDF to the Sales Contact chosen for that location, copying anyone in Included Emails. You follow the order under Orders like any other.
Change an external supplier later
Press Connect Suppliers, search for the supplier and press Edit supplier. To switch a location off or change its contacts, open the supplier's settings. See Supplier settings.
Related
See it for yourselfTry this in the interactive demo, on a practice account you can’t break.
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