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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 added to the location already, 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.

After submitting a request, monitor the relationship status in Vendors > My Vendors. Once both parties have approved the relationship, an email will be sent confirming the relationship is live. You'll need to complete a final approval in Tasks, then confirm a bank account has been assigned to pay the vendor: How Do I Add or Change Bank Accounts?

💡 Learn how to monitor your vendors and distributor relationships: Managing my vendors & distributors.

If a vendor or distributor declines a relationship request, you will receive an email notification. For any questions or concerns, contact the vendor directly or Client Support. You cannot re-send an invitation if a vendor has declined the relationship request.