Publisher Management
      Back to home
      1. Knowledge Base
      2. Books360
      3. Publisher Management

      Vendor Management: Vendors

      The Vendors section includes a list of all Vendors in the system. Here, you can view detailed information about each Vendor, set up a payout threshold, select a payout type, configure a payout template, and manage bank account details.

      To access the list, go to the Vendor Management > Vendors section.

      vendors 1

      You can narrow down the search results by using the following filters:

      • Vendor: Select a specific Vendor.
      • Status: Select the Vendor’s status.
      • Group: Select the Vendor’s group.
      • Pay Period: Select the Vendor’s set payout frequency.
      • Payout Type: Select the Vendor’s payment system set for the payouts.
      • Threshold: Select the Vendor’s threshold setting.

      The list of Vendors contains the following information:

      • Vendor: The name of the Vendor in the system.
      • Status: The status of the Vendor.
      • Group: The indication whether the Vendor is part of a group of Vendors or is an individual Vendor.
      • Pay Period: The Vendor’s set payout frequency.
      • Hold: The hold period set for the Vendor’s payouts.
      • Threshold: The threshold amount set for the Vendor’s payout processing. To set the Vendor’s minimum threshold payout amount, click the button in the corresponding column. Enter the amount into the “Min Threshold” field and click the “Update” button.

        vendors 2
      • Payout Type: The Vendor’s payment system set for the payouts. To view the Vendor’s payment settings, click the value in the corresponding column. 
        Note: If the “Payout Type” column is empty, it indicates that no payment system has been configured for the corresponding vendor.

        vendors 3
      • Pdf Template: The Vendor’s set payout template. To switch the Vendor’s payout template, click the button in the corresponding column. Make a selection in the “New Template” field and click the “Update” button.

        vendors 4
      • Bank: The Vendor’s bank account. To change the Vendor’s bank account, click the value in the corresponding column. Make a selection in the “New Bank Account” field and click the “Update” button.

        vendors 5

        To view detailed information about a specific Vendor, select the Vendor from the list and click the “View” button.

        vendors 6