How do I add a vendor to a location?

Adding a vendor or distributor relationship takes just a few steps. You should have locations set up first.


To assign a vendor to a location:

  1. Go to Vendors > Add New Vendor.
  2. Select a location and click Continue.

    ⚠️ If you do not see a desired location, you may need to register it. For more information on adding locations, click here: How Do I Add a New Location?

    ⚠️ If more than one business operates from the same address, you will need to add the vendor to each location separately. 

  3. Find and add vendors by either:
    1. Reviewing the Suggested for You vendor list, which shows vendors closest to the location's address.
    2. Using the search bar:
      1. Type the vendor's name or one of their products into the search bar then choose the vendor once it has populated. Click Continue to add it to your list of selected vendors (you can keep adding more vendors after clicking Continue).
      2. If you don't see the vendor after using the search bar, expand the search by toggling Show existing relationships. You may have already added them to this location!
      3. If the vendor doesn't populate after searching and has not been add to the location, click on Expand your search statewide.
        ⚠️ If the vendor still doesn't appear, you will need to submit a request for them to be added to Fintech's participating vendors list. Click here for more information: How can I add a vendor to Fintech's participating vendors list?
  4. Review the vendors added under Your Selection, then click Add Vendors.
  5. On the following page, review the assigned bank accounts, then click Confirm and Submit.

Learn how to edit and update your locations: How do I manage my locations?