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Adding Multiple Purchasing Sources to a Manufacturer
Adding Multiple Purchasing Sources to a Manufacturer

Define multiple purchasing sources for a manufacturer, then choose from them in the Builder and on the Purchasing tab of a project

Clayton avatar
Written by Clayton
Updated over a week ago

There are times you purchase an item directly from the manufacturer. However, there are other times you will want to get that item from Mom & Pop's AV Shop or Amazon. Let's see how to add those sources in Jetbuilt.

Adding Additional Sources

Head to the Vendors area, make sure Manufacturers is selected, then click on the name under the Purchasing Source column for the manufacturer to which you want to add an additional source.

In the window that appears, click + Define Source at the bottom of the window.

In the next window, you can either search for and select an already defined purchasing source, or you can create a completely new one. In this example, we will create a new one, so click + New Purchasing Source.

In the next window, you will see the following options to define/select:

  1. Default - There can be only one default. If selected, this purchasing source will be automatically selected in the "Add/Edit Item" windows in a project.

  2. Direct - If you are connected to pricing for this manufacturer, you can use this option to give this new purchasing source the same cost (and price, if already saved to the item) as your connected manufacturer pricing.

    1. If you are not connected to pricing, but still select this checkbox, this new purchasing source will show "(Direct)" but will not have a cost or a price.

    2. If you do not select this checkbox the cost and price will be zero.

  3. Enter in vendor information (if needed). Email Address is a required field.

  4. Default Ship To - Select either your company shipping address or the project site address as the default. This field is required.

  5. Click Save.

After clicking Save, you will see your new purchasing source, along with any others for that manufacturer.

And when you are in a project and adding an item, you will see the new source you just created.

NOTE: You can also define new purchasing sources from within the Purchasing tab of a project by clicking on the Source name, then clicking + Define Source at the bottom of the window, as seen in the two images below.

Purchasing Sources Page

In the Vendors area, click on the Purchasing Sources tab to see a list of all the purchasing sources you have created, the total vendor connections for each, and which vendors are currently connected/attached to those purchasing sources.

You can also delete purchasing sources from this page, but be careful! If you delete a purchasing source and there are vendors connected to that purchasing source, all line items in projects using that created purchasing source will no longer have a source.

NOTE: If you see multiple vendors of the same name in the Vendors column for the same purchasing source, it means you have used multiple currencies for that vendor, such as USD currency and CAD currency items of that vendor.

We hope this helps! Please reach out to Support chat if you have any questions 🙂

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