Vendors And Purchase Orders

You can find the vendors page at Project > Vendors or go to the page directly with https://app.rollcredits.io/vendors.

On the vendors page, you'll see a list of all vendors that have at least one invoice on file for your currently selected production. Each of them will have a column for a W9 and another for the associated purchase order.

If you have a W9 on file, you can click "View W9" to see it. If not, you can click "Request W9" to send a email requesting that the vendor upload their W9 to RollCredits.

You can also export all of the W9s you have on file by clicking on the "Export all W9s" button, or export all purchase orders by clicking on the "Export All POs" button.

Clicking on the vendor summary will bring you the vendor summary page.

Note: We will be renaming purchase orders to vendor summaries soon. These purchase orders show a summary of all general vendor information, supporting documents for the vendor, and a list of all transactions for that vendor within the production.

You can export just the PO for the vendor you are looking at by clicking the "Export This PO" button

In the topsheet tab, you can see a summary of all information that will be shown in your exported PO topsheet. This includes your company information, production information, and the vendor's company information as it will appear on the document. You can also mark the PO as either a rental or purchase and add any notes

If you scroll down, you will see all transactions you made with that vendor in this production

Here you can add any additional documents for a vendor. This is typically things like insurance agreements, rental contracts, or any other additional documents you want to stored for this vendor in this production. This doesn't include W9s, which have a dedicated spot in Vendor Details.

This tab lets you add any information for the vendor themselves, unrelated to this specific production. All information you enter here will be re-used for all new productions that use the same vendor. You can also add or request W9s here as well