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Vendors module

How to set up/bulk import vendors in the Whip Around system

Updated over a year ago

The Vendors Module is now available to all Whip Around customers, allowing you to centralize all of your vendor information within Whip Around.

Users can now:

  • Manually add or bulk upload parts vendors

  • Add multiple contacts against a single vendor

  • Associate a vendor against any part within inventory

Note: This is the first phase of our mission to create significantly more value for customers within the vendor's space. Be on the lookout for these exciting features coming soon:

  1. The ability to add different types of vendors (service, vehicle, fuel, etc.)

  2. The ability to assign a defect/work order to a vendor contact

  3. The ability to send a magic link via email to a vendor contact when a defect/work order is assigned to them, allowing the vendor to work on the defect/work order without logging into the Whip Around system

How to access and use Vendors module -

Navigate to the interface from Dashboard โ†’ Vendors.

  1. Vendors module

2. Add a new vendor manually:

3. Or bulk upload vendor information:

4. Navigate to vendor list page:

5. Search/Edit or delete a vendor from vendor list page

Edit/delete a vendor:

Select a columns to display on vendor list page:

Filter vendor list using dynamic filters:

6. Click on any vendor to get to vendor details page:

7. Add a new contact for a vendor:

8. Make a contact primary.

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