Documentation

Vendor Configuration

Configure vendor profiles and API integrations for real-time pricing lookups.

Vendor Profiles

Add vendors to track equipment sources and enable API pricing:

  1. Navigate to Vendors
  2. Click Add Vendor
  3. Enter vendor details:
    • Company name and contact info
    • Address details
    • Website and notes
  4. Click Save

Vendor API Integration

Connect to vendor APIs for real-time pricing:

Supported API Types

  • Username/Secret Key - Basic authentication
  • Client ID/Client Secret - OAuth-style authentication
  • Bearer Token - Auto-managed token refresh

Configuration

  1. Edit a vendor
  2. Enable API Integration
  3. Enter the API endpoint URL
  4. Enter authentication credentials
  5. Configure endpoint paths:
    • Auth Endpoint - For token refresh
    • Pricing Endpoint - For price lookups
    • Availability Endpoint - For stock checks
  6. Click Test Connection
  7. Save the configuration

Using Vendor Pricing

In Project Details, right-click a product to access vendor pricing:

  1. Right-click a product row
  2. Look for API Price Lookup section
  3. Click a vendor name to fetch current pricing
  4. Click the price to apply it to the product

Local Database Pricing

Products in your catalog can store vendor pricing:

  • Right-click and use Local Price Lookup
  • Searches your product database for matching model
  • Shows stored price if found
API Credentials Security

All vendor API credentials are encrypted before storage. Bearer tokens are automatically refreshed when expired.