Vendoro documentation
Step-by-step guides for buyers, approvers, receiving, accounts payable and suppliers. New here? Start with What is Vendoro.
What's new
Getting started
What is VendoroHow Vendoro works for buyers and suppliers, how to find your way around, and how access is controlled.Set up a locationThe eleven setup steps for a new building or community, from basic info to the summary.Users and rolesAdd users one by one or from a spreadsheet, assign locations and roles, and manage invitations.Connect suppliersAdd suppliers, connect through the Supplier Network, and compare prices by supplier.Categories and GL accountsThe category tree, GL codes per category and location, and tax-exempt settings.Coming soonFeatures on their way to Vendoro, and what's planned after them.
Ordering
Order guides and par levelsBuild the approved item list for a location, with par levels and default quantities.Create a requisitionBuild a cart from the order guide or the catalog, check the budget and send it for approval.Order by voiceSay what you need and Vendoro turns it into cart lines.Count stock on a phoneCount the shelf against par and turn the shortfall into a requisition.The catalogEvery supplier's products in one place, bulk uploads, and prices by supplier.Purchase orders and confirmationsHow approved requisitions become purchase orders, and what happens when the supplier changes them.
Approvals
Budgets and reports
Set up dollar budgetsWeekly or monthly dollar budgets per location, split across categories.Set up PPD budgetsBudget supplies per patient day so the budget follows census.Enter or upload censusKeep resident census current so PPD budgets are right.The dashboard and budget emailsWhat the dashboard shows, and the morning email for budgets running high.Reports and Ask AIThe reporting dashboard, standard reports, and plain-English questions.Spend reportsBudget Burn-Down and the standard spend reports, the order lines behind each total, and scheduled report emails.
Receiving and invoices
Receive deliveriesReceive against a purchase order, by scanning the packing slip or by hand.Capture and match an invoiceGet invoices in, check for duplicates and match them to the order and receipt.Emailed invoicesYour company's invoice inbox, and routing rules that send invoices to the right location and supplier.Code an invoice to GLGL coding per line, with splits and AI suggestions.Invoice statuses and questionsWhere an invoice is in its life, and how to ask the supplier about it.Returns and credit memosSend goods back and match the credit.Export to accountingExport approved invoices in batches, set up QuickBooks and Sage Intacct, and mark invoices paid.
Suppliers
Join the supplier portalHow distributors and vendors sign up and connect to buyers.The supplier portal at a glanceThe menu, the dashboard, search, and the emails suppliers get.Your buyersContacts, account numbers, billing, delivery days, taxes and price tiers for each buyer.Catalog and pricingPublish products and set prices per buyer and location group.Price tiersCreate price tiers, load prices into them, and assign them to buyers.Orders and shippingConfirm, change and ship purchase orders.Invoices and payment statusInvoice from the purchase order and follow it until it's paid.Profile and your Vendoro billingCompany details, logo, contacts, and how you pay Vendoro.Tax and insurance documentsKeep your W-9, remit-to address and insurance certificates in one place.