A preferred vendor is classified as a favorite vendor due to the products or services they provide. If a vendor is classified as preferred, a user can select them from the vendor list when adding items to an Order Request. If the vendor is not listed as Preferred, the Requester will not be able to select the vendor when creating an order request. They will need to select Other.
When importing vendors, they are automatically classified as preferred. Click here for instructions on How to Import vendors into Procurify.
It is possible to mass tag vendors as non-preferred when importing vendors. Alternatively, you can manually tag vendors as preferred or non-preferred. Click here for instructions on How to set a vendor as preferred or non-preferred.
Preferred vendors cannot be restricted to a specific Location or Department. Checkout and PunchOut Suppliers cannot be selected as preferred vendors. The Suppliers (Amazon, Staples, Fisher Scientific, McMaster, Westrac & CDW) associated with the Supplier Portal have a streamlined process for ordering. This essentially makes them preferred vendors automatically.