Managing Your Vendors

Your Vendor List

Every vendor you work with lives in one place. The vendor list is searchable and filterable, and it covers both your cannabis vendors and your non-cannabis ones — the flower distributor and the landlord sit in the same roster. You can see at a glance which vendors are active, which have recent deliveries, and which still need to finish setting up their account.

This is the hub for the whole relationship. From the list you invite new vendors, send an announcement to a group of them at once, and open any vendor to manage everything tied to them. To bring a brand-new vendor onto the platform, see Vendor Onboarding.

The Vendor Detail View

Open a vendor and you get their full picture across a set of tabs:

• Info — the vendor's business details, brands, and contacts
• Deliveries — every delivery you have received from them
• Manifests — their Metrc manifest history, each one clickable for detail
• SKUs — the products you carry from this vendor
• Payments — what you have paid and what is scheduled
• Credits — credit memos raised against them
• Promotions — this vendor's co-op promotions and opportunities
• Price Drops — aged-inventory markdown requests for this vendor
• Settings — payment terms, consignment splits, and the rest of the configuration

Instead of hunting across screens, everything about a vendor — money in, money out, product, and terms — is one click away.

Auto-Filled Vendor Details

Vendor records are usually half-empty: a name, maybe an email, and a lot of blanks. The platform fills those blanks for you. It pulls missing details — DBA name, license status, address, contacts — from public cannabis licensing records and your own invoices, and writes them into empty fields only. It never overwrites something you already entered.

Anything that is not a clean, high-confidence match shows up as a suggestion in the vendor's Settings tab, tagged with where it came from. You accept the ones you want and leave the rest. The vendor record is always yours — the platform just does the legwork of filling it in.

Editing Vendor Details Yourself

Some fields you can fill or correct directly, without waiting on the vendor. From a vendor's Settings, you can edit the DBA and legal name, product categories, brands, and mailing address — handy for clearing a "Needs Info" flag or keeping an address current for mailed checks. Sensitive fields — banking details, EIN, and the vendor's signature — stay vendor-only for security. The auto-fill still writes into empty fields only; it never overwrites something you typed.

How Each Vendor Gets Paid

Every vendor carries a default payment method you set on their record. There are four: an ACH bank transfer — the platform sends funds straight to the vendor's linked bank account, no check cut; a digital check the vendor downloads from their portal (the default); a physical check in the mail; or a manual payment — where you pay them your own way and record it, and the platform cuts no check. ACH becomes available once the vendor links a bank in their own Settings and your ACH bank transfers are switched on — it needs no extra paperwork from the vendor. You can override the method on any individual payment when you send it.

Inviting Vendors and Announcements

From the vendor list you can invite a vendor by email and, once they are on the platform, send an announcement to a group of vendors at once — a payment-terms change, a new requirement, a holiday schedule. It beats forwarding the same email twenty times. Learn more about cannabis accounts payable and how vendors fit into your payment workflow.