Overview
Vendor Assignment Tool links vendors to groups of components in My Components without editing each part one at a time. Filter parts by an existing vendor relationship, optionally narrow by fence type, category, or collection, then assign a new vendor or change the default vendor on every matching row.
Where in the app: Sidebar → Fence → My Components → Catalog tools → Vendor Assignment Tool
Open: Vendor Assignment Tool
When to use this tool
Use Vendor Assignment Tool when you are switching suppliers, adding an alternate vendor across a product line, or correcting default vendor settings after a bulk import.
Skip it when you only need to refresh costs from a price sheet. Use Import Vendor Costs (CSV) or Cost Update Wizard instead. See Related.
Step 1: Open Vendor Assignment Tool
- Go to Fence → My Components. Open My Components
- Click Catalog tools on the toolbar.
- Choose Vendor Assignment Tool. Open Vendor Assignment Tool
Step 2: Choose an operation
Pick one of two modes at the top of the page:
| Mode | What it does |
|---|---|
| Assign New Vendor | Adds a vendor to matching components. The new vendor's initial cost is copied from the current default vendor on each part. |
| Set Default Vendor | Makes the selected vendor the default on matching components, replacing the current default. |
Step 3: Filter components
- Choose Filter by Vendor (required). This lists components that already have that vendor assigned.
- Optionally choose a fence type, category, and one or more collections to narrow the group.
- Confirm the matching components count is greater than zero.
If the count is zero, pick a different filter vendor or widen your fence type and category selections.
Step 4: Select target vendor and run
- Choose Target Vendor: the supplier you want to assign or set as default.
- For Assign New Vendor, optionally check Set as default vendor for all selected components.
- Click Assign Vendor or Set as Default.
When the run finishes, updated parts appear in My Components with the new vendor relationships. Future quotes use the default vendor's cost unless a part has multiple vendors configured.
Warning: Set Default Vendor replaces the current default on every matching component. Review the matching count before you confirm.