Managing Vendors

Managing Vendors

You can easily view and edit the vendor's information. Here's how. 

 

1. Go to the Directory screen and search up an vendor:

mceclip0.png

2. Click the Vendor to open the Vendor detail:

mceclip1.png

On the left side you get to see the Vendor's information, and there's a handy map on the right side. To edit Vendor's information, click the Edit button.

To learn about creating vendors, consult this guide.

    • Related Articles

    • Creating Vendors

      1. Go into the Directory screen 2. You get 3 options: Search for an existing vendor Create a new vendor Bulk import your vendors by uploading a .csv file Searching For An Existing Vendor Use name or phone number to search for an existing vendor: ...

    • Managing Tasks

      Tasks are there to help you manage your messaging system. You get to open new tasks for customers you'll be in contact with and keep them active while you work on their vehicles. You also get to communicate with your team about the tasks and ...

    • Managing User Notifications

      This guide provides a straightforward process for managing user notifications within the digital concierge platform, ensuring efficient communication and user engagement. By following the easy steps outlined, users can quickly update notification ...

    • Adding And Managing Vehicles

      Creating A New Vehicle A new vehicle can be added in the Check-In screen. After creating or selecting an existing customer, you get to see the overview of their vehicles. Here you can pick an existing vehicle for a new RO, or create a brand new ...

    • Managing Audio Prompts

      This guide offers a straightforward process for managing audio prompts. It provides step-by-step instructions that simplify the tasks of uploading, recording, and editing audio prompts. 1. From the site settings Click "Prompts" 2. Professionally ...