Posting Instructions

Owned by Coreen Stalnaker
Last updated: Apr 01, 2024
2 min read

Posting Instructions contain a link with detailed instructions on how to finalize the Vendor Set-up for data posting and availability checks (if either are applicable).

 

  1. Go to Leads and select Vendor Sources

  1. Search the vendor and check the box to the Left of the Vendor ID

 

image-20240320-222009.png

 

  1. Click the Copy Icon to the left of add Vendor Sources 

  1. This will copy the instructions that you can then post within the ticket.

Example: 

Vendor 14962 GENERAL "General Bucket" 

Posting Instructions: https://pba.tldcrm.com/public/post/14962/0c527812043576441927a488cbe083b9

Report URL: https://pba.tldcrm.com/public/vendors?vendor_id=14962&post_key=0c527812043576441927a488cbe083b9

 

  1. To find posting instructions for an existing Vendor Source locate the Vendor under Leads - Vendor Sources.

  2. Select the printer icon to open the details found in the above posting instructions link.

 

Â