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Setting Up Vendors

Jazva Support Team -

This article will teach you about Vendors in Jazva and how to add vendors to the system.



Vendors are entities that supply you with inventory or any other goods or services.

With vendors you can:

  • Reorder and auto-reorder inventory
  • Track purchase orders and incoming shipments
  • Perform PO/Shipment/Invoice 3-way reconciliation
  • Auto-generate and email discrepancy reports
  • Track accounts payables and get alerted when invoices are due
  • Forward drop-ship orders with optional shipping labels and personalized packing slips
  • Assign one primary and multiple secondary vendors to an inventory item
  • Track invoices for non-inventory vendors such as utility companies
  • And much more

For all above to happen, you need to enter all the relevant vendor information into the system.

You can add your vendors one by one or upload via bulk upload (make sure you download the sample template file).

Adding Vendors

  1. From the main menu, navigate to Inventory and select Vendors.
  2. Click +Add Vendor.
  3. In the dialog box, complete the required fields and options:
    • Title – Enter the vendor’s name
    • Type – Choose a vendor type.
        • Inventory for product suppliers
        • Utility for service providers.
    • Active – Click this to set the vendor as active.
    • Got Catalog (optional) - You can flag this vendor for internal reference if they have a catalog
    • Notes - You can add any notes regarding this vendor
  4. Click Submit
  5. Congratulations! You've added your first vendor.

Updating Vendor Profiles

You can set up vendor profiles to help you manage your forecasting, purchasing and pricing requirements.

  1. From the main menu, navigate to Inventory and select Vendors.
  2. Choose the vendor you want to edit by clicking the vendor name, or jump straight to specific sections of the vendor information.

    Tip: You can toggle Active and Inactive vendors by clicking Show inactive or Hide inactive.

  3. You can configure any or all of these sections:
    • CRM – provides quick reference for the vendor’s contact information. Click -> to access the vendor’s CRM profile.
    • Prices – sets guidelines and limitations to be the basis of your pricing strategies.
    • Reordering – sets options and limitations to be the basis of your reordering policies.
    • Drop Shipping – sets and defines the process of drop-shipping orders.
    • Purchase Order Message – enter a custom message for purchase order emails.
    • Payments – sets and defines the automated process of paying the vendor.
  4. Click Update to save your changes.

Tip: You can also click on Quick Links to access specific pages related to this vendor.

Importing Vendors

  1. From the main menu, navigate to Inventory and select Vendors.
  2. Click the drop-down button next to +Add Vendor and select Bulk Import Vendors.
  3. From the Import Vendors dialog box, click Download Sample to download the import template.
  4. Fill out the spreadsheet with your vendors, including their type and contact information.
  5. From the Import Vendors dialog box, drag and drop your file to be uploaded.
  6. Click Upload to complete the import.
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