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How to set a vendor as preferred or non-preferred
How to set a vendor as preferred or non-preferred
Updated over a week ago


  • Add a Vendor to the Preferred Vendor list.

  • Change a Vendor's preferred status.

What is a Preferred Vendor?

A vendor can be classified as a Preferred your organization prefers to work them.

These vendors are displayed in the Preferred Vendor drop-down when creating Order Requests. encouraging requesters to use one of these vendors. Vendors not classified as Preferred are not displayed and must use the Other option to suggest a new Vendor if a preferred vendor is not apply to the item. This option can be disabled.


You must be a Purchaser, or have custom access to the Procure module to complete the following steps.

  1. Navigate to ProcureVendors.

  2. Select the applicable vendor

  3. In the Vendor Info section, click the 3-dot options button and select Edit Vendor

  4. In the pop-up, use the Preferred toggle to change its preferred status.

  5. Click Save

Additional Information:

  • Checkout and PunchOut Suppliers cannot be selected as preferred as these vendors are not used for adding order request items manually.

  • Preferred Vendors cannot be assigned to a specific Location

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