Save time and effort by searching pre-built vendor catalogs and importing items directly into your inventory instead of manually entering item details. Attaching vendors and vendor IDs to your inventory items can help you build purchase orders and report on your inventory. Having access to a library of vendor catalogs allows you to quickly find and add new items to your inventory.

Retail POS offers various pre-built vendor catalogs and integrated vendors catalogs.

Adding industries and vendors to your account

To import a vendor's catalog items, you first need to add the vendor and industry to your account.

1. Navigate to Inventory > Vendor Catalogs.

   

2. Click the checkbox(es) next to the vendor industries you want to enable.

   

   If needed, you can verify the associated industry in the Pre-loaded Catalogs list. If you don’t see the vendor on this list, submit their catalog to our Retail Imports team.

   Enabling an industry adds all associated vendors and their catalogs to the Default Vendor and Catalog dropdowns throughout your account.

3. Click Save Changes.

4. Navigate to Inventory > Vendors to view all enabled vendors.

   

   All vendors associated with the industries you enabled will be visible, with their catalogs enabled by default.

   

Importing catalog items using purchase orders

After the vendor's catalog is enabled in your account, you can import the catalog items you need using a purchase order. A purchase order serves as a record of the catalog items you imported and allows you to quickly enter or scan the quantity on hand.

1. Navigate to Inventory > New Order.

   

2. Use the Location dropdown to select the shop where you want to add quantities.

   

3. Use the Vendor dropdown to select a vendor.
4. Optionally, enter the Reference #, Expected Date, add a Shipping Note, and add General Notes about the purchase order.

5. Click Save Changes.

   

You will be automatically redirected to the page of the new purchase order.

1. In the Add Items section, check the Search all catalogs checkbox if you want to search all of your vendor catalogs. Leave this unchecked to only search the catalog of the selected vendor.

   

2. In the Enter a product field, enter or scan one of the following searchable details of the catalog item you want to import: Description, Vendor ID, UPC, EAN, or Manufacturer SKU. You will be automatically redirected to the Item search page.

3. Click Advanced, and check the Catalog Results checkbox.

   

4. Click Search.

5. Select Import for individual items or use the checkboxes and + Import/Add Selected for multiple items.

   

6. If you added a single item:

   • You will be automatically redirected to the Item Details page.
   • Review the prefilled item details like Price, Default cost, and Category.
   • Enter additional item details as needed.

   If you added multiple items:

   • Click the Cancel button to return to your Purchase Order page.
   • In the Items section, click an item's name to display its details.
   • Enter additional details as needed.
7. On the item's page, if you made any changes, select Save Changes.

8. Click Select Item.

   

   The item is officially added to your inventory and the purchase order with an Order Qty. of 1. You will be automatically redirected to the Purchase Order page.

9. In the Order Qty. field, enter or scan the quantity of the catalog item you want to add to your inventory.

   

Adding quantities to your inventory

To add the quantities you entered in Order Qty. to your inventory:

1. Select Ordered.

   

2. Select Check In.

   

3. Under Mark Items Received, select Receive All Items to automatically enter the quantity you entered in the Ordered Qty. field in the # Received field.

   

4. Click OK in the pop-up message to confirm.

5. Select Add Received To Inventory.

   

6. Verify the details in the pop-up and click Add items to add the received quantities to your inventory.

   

Your Purchase Order page will display a temporary banner confirming that the items were added to your inventory, and a record of the order was created.

Importing other vendors or large files

If your vendor isn't on the Pre-loaded Catalogs list or if you need to import other large or specialty inventory, catalog, or vendor files, you can make an import request to our Retail Imports team. Before submitting your request, ensure that you've properly prepared your files for import.

What's next?