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A supplier is where we buy parts. Its branches are the counters a technician drives to. Both are typed into Zoho, in Vendors, and the branches live in the vendor’s Vendor Branches list on the same record.

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Before you start

  • Zoho open, on Vendors.
  • The supplier’s name, and for each branch a name, a full street address, and a phone or email if you have them.

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Steps

1

Create the vendor

In Vendors, click Create. Fill in Vendor Name.
2

Add the branches

In Vendor Branches, add one row per counter: Branch Name, Branch Address, Branch Phone, Branch Email. Save.

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How you know it worked

  • The supplier is on our side within seconds, with its branches, and each branch gets a Street View picture of its address within a minute.
  • The app lists the supplier with its branches.

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Good to know

  • Two fields on the vendor cross, both ways: the supplier’s name and its active flag. Nothing else on the vendor record is copied.
  • A branch crosses from Zoho to us only, with its name, address, phone, email and map position. An edit made here never goes back.
  • A branch you remove from the list in Zoho is removed here, unless a purchase order names it; then it stays.
  • The picture is the one thing the engine works out from the branch address: it looks the address up on the map to fetch the Street View shot, then saves the picture and nothing else. Branch Latitude and Branch Longitude stay exactly as they were typed in Zoho.