Adding Vendors to your Sera Portal
To add a new vendor, go to your pricebook. Navigate to the Vendors tab. Select the New Vendor Button.
Enter the vendor name, and optionally add the account number, sales rep, phone number, email, credit rep, credit terms, and notes. Name is the only item that is required; every other field is optional. Click save once all information is added.
Adding Parts to Your Vendors
To add parts for this vendor, select download on the vendor card. Downloading will download the editable Excel spreadsheet. The download appears at the top of the Sera portal. Open the downloaded sheet.
To edit the parts information, open up the Excel Spreadsheet. The spreadsheet will have 2 sheets. The first is a locked sheet called set up, which helps map the parts. Ignore it for now. The 2nd sheet is called Parts, click on that sheet. On this sheet, there are rows: SKU, part name, and price. SKU and Part name must be unique. If either of these are duplicated, only one line will upload. Copy and paste the list of parts your vendor sent into this sheet and save it.
Once that is complete upload the same file you downloaded. Simply click the upload button and upload your edited Excel sheet into the Sera portal. Once the parts are in the system, they can be assigned to tasks! To learn more about adding parts to tasks, click here to view our Parts article.
Upload the file you downloaded and edited. You cannot upload any other file into this section.