Vendors

A vendor is anyone you buy from: the chili farm down the road, the jar wholesaler, the online spice platform. BatchDash keeps one record per vendor and gathers everything you do with them on a single page.

Add a vendor

1. On the Vendors page, click New vendor.
2. Enter a name. Website and Notes are optional; notes are a good place for an account number or a delivery quirk (“closed Mondays”).
3. Click Add vendor.

You rarely need to do this ahead of time. Typing a new vendor name on a purchase order or on an ingredient’s offer creates the record on the spot.

What a vendor page gathers

The header shows how much you have ordered from this vendor in total and the date of the last order. Below it, three sections fill in as you work:

• Ingredients supplied: every offer from this vendor, with unit cost, lead time, minimum order and SKU. Prices recorded at receiving land here too, marked “from a delivery”. See vendor offers and price history.
• Purchase orders: each order with its reference, date, line count, total and status. New order starts one already attached to this vendor. See purchase orders.
• Equipment quotes: prices you have collected for mixers, kettles and other gear. See equipment, units and offers.

Merge duplicates

Sooner or later you end up with “Chili Farm” and “The Chili Farm SARL”. To clean up:

1. Open the vendor you want to get rid of.
2. In the More actions menu, choose Merge into another….
3. Pick the vendor to keep and click Merge.

Every offer and order moves onto the vendor you kept, then the duplicate is deleted. This cannot be undone, so check the direction before confirming.

Delete a vendor

Delete vendor (in the same menu) only works when nothing is linked to the record: no offers, no orders, no quotes. If something is, merge instead so the history survives.