Inventory Vendors And Products

Inventory setup controls which vendors can receive purchase orders and which saleable products can be added to projects. Admin users maintain both areas from the Inventory panel at /inventory.

Setup Order

Set up inventory records in this order:

Create or confirm the vendor.
Configure how purchase orders should be sent to that vendor.
Create or confirm the product driver.
Import or review the products under that driver.
Set product discount, markup, and adapter-specific configuration.

This order keeps product quoting, purchase-order routing, and vendor communication aligned before users begin selling the product.

Vendors

Open /inventory, then choose Vendors.

Use a vendor record for each company that can receive inventory purchase orders.

Create A Vendor

Select Create and complete the core vendor details:

Field	Use
Name	Vendor display name used throughout inventory and purchasing.
Account Number	Your account or customer number with the vendor, when applicable.
PO Email	General purchase-order email for the vendor.
Phone	Main vendor phone number.

Save the vendor before relying on it for purchase orders.

Configure EDI Setup

The EDI Setup section controls how Tempr sends or records purchase orders for the vendor.

EDI Driver	Use when
Email PDF	Tempr should email a purchase-order PDF to the vendor.
Sent Externally	The order is sent outside Tempr, but admins still need to mark the order as sent.
Vendor Portal	The vendor requires orders or confirmations through its own portal.

When Email PDF is selected, enter the vendor's PO Email Address. Enable Allow Vendor Confirmation only when the vendor should be allowed to confirm the order and submit order or ETA details from the emailed link.

When Vendor Portal is selected, enter the vendor's Portal Login URL so admins can open the vendor portal while working the order.

Products

Open /inventory, then choose Products.

The Products screen is organized by product driver. A product driver represents the manufacturer, product family, or external configurator that owns a group of saleable products. Individual products are managed inside the driver record.

Add A Product Driver

Use Add Product Driver when the manufacturer or product family is not already listed.

Select the Product Driver.
Save the action.
Open the new driver record.

For standard Tempr product families, adding the driver also creates the products from that manufacturer's item list and applies the manufacturer's default discount and markup.

Configure Driver Adapters

Open the product driver and review the Adapters field.

Adapters connect the driver to external quoting or product systems:

Adapter	Required setup
ParableSoft	Base URL, API Key, and Parable Account ID.
PIC ERP	Product Group ID.
SynthX	Base URL, OAuth2 Client ID, and OAuth2 Client Secret.
Tempr Legacy Adapter	No extra driver setup.

After selecting an adapter, complete its matching configuration tab before importing products from that provider.

Import Or Review Products

Open the driver record and use the products table below the driver form.

Available import actions depend on the driver and adapters:

Action	Use
Import Parable	Import one or more products from the configured Parable account.
Import PIC	Import one PIC product from the configured PIC product group.
Multi PIC	Import multiple PIC products from the configured PIC product group.
Import SynthX	Import a SynthX product.
Import Tempr	Add products from the driver's built-in Tempr item list.

If an expected PIC product does not appear, confirm the driver has the correct PIC Product Group ID and that the product has not already been imported.

Set Product Pricing Controls

For each product, review the editable pricing fields:

Field	Use
Vendor Discount	Discount from MSRP as a decimal. Use `0.2` for 20% off.
Markup	Markup from discounted cost as a decimal. Use `0.6` for 60% markup.

PIC products may also expose:

Field	Use
Filter Prompts	Prompt names that should be hidden from customer proposals.
Retail Multiplier	PIC retail multiplier.
Surcharge Multiplier	PIC surcharge multiplier.
Misc Multiplier	PIC miscellaneous multiplier.

Save product changes before testing the product in a project or proposal.

Validation Checklist

Before handing the setup to sales or operations, confirm:

the vendor has the correct purchase-order delivery method
email or portal fields are complete for the selected EDI driver
the product driver has the correct adapter selected
adapter credentials or product group IDs are saved
products have the expected discount and markup
imported products appear in the project product-entry workflow

Changes to discount, markup, adapter credentials, or imported product configuration can affect future quoting and purchase-order behavior. Review active projects before changing production inventory setup.