Keeping your vendor, and sales rep contact info up-to-date is vital to using the ordering features in BevSpot effectively.

To add vendors:

  • Choose Settings from the Main Menu and then click My Vendors
  • Click on the Add a Relationship search
  • Search for the Vendor you wish to add and click on their name to add them

If your search comes up empty, you’ll have the ability to create your own vendor.

  • Click the link that says ‘Click here to create a custom vendor’

  • Fill out the pop-up form and click Save

To manage Sales Rep contact info:

  • Click on the Vendor name
  • Click Create Rep
  • Add the name, email, and mobile number (BevSpot will text orders to your reps so landline numbers will not work!) of the rep
  • Click Add