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Lesson 3 · 1 min 18 sec

Manage Vending Locations, Contacts and Vendors

Keep every vending location, property manager contact and supplier in one place, with revenue share terms, contracts, directions and vendor products in MyVendbook.

Free lesson from MyVendbook training. Plans covered: Mixed: some steps need Professional.

What you will learn

Step by step

  1. Your locations. Every spot on your route lives here, with its address, status and contact person.
  2. The deal at a glance. See the revenue share, the contract end date and the scorecard grade the moment you open a location.
  3. Get there fast. Tap Directions to open the route in your maps app.
  4. Your contacts. Property managers, owners and reps all live here. A tag tells you who needs a follow-up today.
  5. Add a contact. Add a contact in seconds. Locations and Outreach share them, so a change shows up everywhere.
  6. Your vendors. Keep suppliers here with what they sell, how you pay, delivery terms and a star rating.
  7. Orders and notes. Open a vendor to see their products, your orders and notes, so reordering takes a minute.

Jump to a part of the video

Video transcript

Module 3. Locations, Contacts and Vendors. In this lesson: keep each location's deal in one place, remember who you talk to, and track your vendors.

Every spot on your route lives here, with its address, status and contact person.

See the revenue share, the contract end date and the scorecard grade the moment you open a location.

Tap Directions to open the route in your maps app.

Property managers, owners and reps all live here. A tag tells you who needs a follow-up today.

Add a contact in seconds. Locations and Outreach share them, so a change shows up everywhere.

Keep suppliers here with what they sell, how you pay, delivery terms and a star rating.

Open a vendor to see their products, your orders and notes, so reordering takes a minute.

Now it is your turn. Pause here and try each one yourself. Then come back for the next one.

Next up: module 4, Restock Like a Pro. See you there.

Ready to try it on your own route?

Start your 14-day free trial and follow along in the app. Vendy, your AI assistant, is included.

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