A preferred Vendor is classified as a favourite 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 RFO. 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.
At the current time, it is not possible to mass tag vendors as non-preferred. The Vendor will need to be manually tagged 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 Vendors cannot be made into preferred Vendors. The four Vendors (Amazon, Fisher Scientific, McMaster & CDW) associated with the Supplier Portal, have a streamlined process for ordering. This essentially makes them preferred Vendors automatically.