We’ve revamped the tools in Quail for managing vendors, booths, and discounts. To get started, open up the Vendors page () in the sidebar. If you’ve already been using Quail you should see a condensed list of your vendors, but for now let’s pretend that you’re just setting up your store.
You should see a big green New Vendor button in the top right:
Click that guy, and a new dialog will appear where you can enter in the name, email address, and contact details for your new vendor:
Only the name and email are required: Quail needs a name in order to print off vendor reports, and an email in order to give the vendor access to their sales through the vendor portal.
Once you create a vendor, they’ll appear in the vendor list. Click the icon on the right to create a new booth for this vendor.
You’ll see another new dialog, this one with spaces for you to enter in the booth number (a word or number that uniquely identifies this booth, like “10”, or “S01”) along with the booth rent, consignment fee, and credit card processing fee:
Click Create Booth, and your booth will be created! You can now open up the New Transaction view and record sales for this vendor!
While you can record discounts in Quail as one-offs while recording a sale, you can also set up pre-prepared discounts for specific booths. This can be useful if you have vendors that run regular sales, like 10% off everything in their booth or 25% off furniture only.
To manage discounts, you’ll need to edit the booth. Find the booth number on the right of the vendors list (you can use the search box at the top to make this quick!):
Click this guy, and you’ll see the same dialog that you used to create the booth in the first place, all filled in with the details for this booth. If you need to make any changes to a booth’s rent or fees, this is also how you’d do that:
There’s a section at the bottom that lists currently available discounts for this booth. Click Add New Discount, then fill in the details for your discount and click Create Discount:
In our experience most vendors run sales against their entire booth, but if you have vendors that only want discounts applied to particular items you can enable that by unchecking the Entire Booth? checkbox. Enter in a description of what to discount; your clerks will see this description when they’re ringing up sales, and it’s up to them to decide if the discount applies.