---
title: "Working with Vendors"
slug: "working-with-vendors"
updated: 2026-08-14T10:32:28Z
published: 2026-08-14T10:32:28Z
canonical: "docs.avontus.com/working-with-vendors"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.avontus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Working with Vendors

Vendors are companies/suppliers from whom you purchase or re-rent equipment. You create and manage Vendors and Vendor Contacts through the **Vendors** tab.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-3CIWEZ8U.png)

## Setting Up a Vendor Account

You create and manage Vendor Accounts from the **Vendors** tab. Vendor Contacts can be added to the Vendor account.

> **Note**: Vendor Contacts cannot log into Quantify.

To set up a Vendor Account:

1. Click the **Vendor** tab, then click the **Add** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/20301b0e-63f6-4004-8c34-584519a5e20b.png)).

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/vendor%20gif.gif)

The *Vendor* dialog appears.
2. Click in the **Vendor Name** text field and enter the name of the new vendor.
3. To add a *Vendor Contac*t, click the top **Add** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/224ca246-6649-443d-aad9-d6308636d42f.png)).

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-1693299123670.png)

The *Vendor* dialog appears. Use it to enter Vendor Contact Required fields for the Vendor Contact include: **First**, **Last**, **Username and** **Password**. Other fields are optional.

> **Note:** The **Role** field defaults to **Vendor** and is the only role available for vendor contacts.
4. Click in the **First** text field and enter the Vendor Contact first name.
5. Click in the **Last** text field and enter the Vendor Contact last name.
6. Click in the **Username** text field and enter the Vendor Contact username.
7. Click in the **Password** text field and enter the Vendor Contact password.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-1693299139562.png)
8. Click **OK** when you are done.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-1693299160441.png)

The *Vendor* dialog returns. Vendor contact information appears within the vendor window.
9. Click **OK** when complete.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-1693299207857.png)

Quantify adds the Vendor Contact to the vendor record. The **Owned Products** tab in the Vendor record lists the products currently re-rented from this Vendor, along with the current location of all the products. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/55f13c4d-4413-45dc-ac55-b73d596c8735.png)
10. Click **OK.**

## Creating a Vendor Contact

You create and manage Vendor Contacts through the **Vendors** tab.

> [!WARNING]
> **Note**: Vendor Contacts cannot log into Quantify.

To set up a vendor account:

1. Click the **Vendors** tab and double-click on the appropriate vendor.

> **Note: You can also click the appropriate vendor, then click the Edit button (![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/61cc67fb-f7cd-4314-b3f3-c8d9db6e9498.png)).**

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/edit%20vendor(1).gif)

The *Vendor* dialog appears.
2. Click the **Add** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/9e3482d1-8a8c-43a1-8801-8ba68b688213.png)). ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-RW83MTG0.png) The *User* dialog appears. Use it to enter Vendor Contact information. Required fields for Vendor Contact include: **First**, **Last**, **Username and** **Password**. Other fields are optional.

> **Note:** The **Role** dropdown is disabled for Vendor Contacts.
3. Click in the **First** text field and enter the Vendor Contact first name.
4. Click in the **Last** text field and enter the Vendor Contact last name.
5. Click in the **Username** text field and enter the Vendor Contact username.
6. Click in the **Password** text field and enter the Vendor Contact password. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-VW2UMNHO.png)
7. Click **OK** when you are done. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-5UYREPL1.png) The *Vendor* dialog returns with the added vendor contact. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-YGY64K52.png)
8. As necessary, repeat the above steps.
9. When the *Vendor* dialog returns, click **OK**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-I7RI8E0Q.png)

Quantify adds the Vendor Contact to the Vendor.

  

## Importing Vendors Accounts

You can import a file containing vendor data into Quantify as long you use a specific Excel template and save it as a tab-separated text file. You should be able to find the required Excel template here: C:\Program Files\Avontus\Quantify Client\Catalogs\CustomerVendorTemplate.xls. If you do not have it, contact [support@Avontus.com](mailto:Support@Avontus.com?subject=Importing%20data%20into%20Quantify) and we will be happy to provide it.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/bcfd8b9c-c2d4-48d8-af98-d970eae29204.png)

> **Note: The file should be saved as a delimited text file.**

**![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/8c4e5da9-7277-477d-9e8c-1291929f455c.png)**

To import vendors:

1. Click the **Tools** menu and select **Import Vendors** (as appropriate) from the **Import** sub-menu. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/vendor%20gif.gif)

The *Import Vendors* dialog appears.
2. Click the **File to Import** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/b889c007-df22-4761-992e-be6bb263b9ee.png)). ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/8a1578b2-bbdc-473a-92ab-578c9a1ea440.png) The *Import from Tab Delimited File* dialog appears. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/0120bfb1-9b25-4fcc-97fa-aaed41b89eb0.png)
3. Navigate to and select the text document to import and click **Open**. The *Import Vendors* dialog returns.
4. Click **Import**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/e218151b-8976-4d85-9052-92848536cf09.png) The new vendor’s will be imported in Quantify. You will need to refresh the vendors tab to see the recent changes.