Adding a Vendor in SBMS Digital

1. Click on Master Data within SBMS Digital. The menu options display.

2. Click Vendors from the Master Data menu to open the Vendor Information screen.

 

3. Select the desired vendor type in the Vendor Type drop down. The available selections are Publisher, Ad Server, and Alternate Ad Server. Additional vendor types cannot be added. If no selection is made the menu will default to Publisher. Note that Ad Server Vendor Type vendors are restricted to the vendors integrated with SBMS Digital for campaign trafficking. Non-integrated ad server vendors can be added as Alternate Ad Server Vendor Type vendors.

 

4. Select the desired media type in the Media menu. If no selection is made the selection will default to all media types, shown as (All).

 

5. Select the desired category in the Category menu. If no selection is made the menu will default to all categories, shown as (All).

 

6. To create a new vendor, select the New Vendor button at the bottom of the Vendor Information screen.

 

7. Enter the vendor’s information in the General tab. Vendor type, media type, and vendor name are required fields.
   • Vendors can be marked as inactive with the ‘Inactive’ checkbox. Marking a vendor Inactive will not delete their information but will remove the vendor from the available vendors list when creating an estimate in SBMS.

 

8. In the Contact tab enter contact information for the vendor. More than one contact can be added.

 

9. To add a new contact, click the New button. Contact name and address are required fields when entering a new contact. Phone number, fax, email, contact type, and contact comments for internal use can be entered as well.

 

10. Vendor contacts can be entered for a specific client if needed. Choose the relevant client from the Client drop down.

 

11. In the Billing tab enter a billing code and payee information if needed.

 

12. Enter vendor tax in the Tax field if needed. For more information on vendor tax please see Tax Support in SBMS Digital.

 

13. When finished, click the Save button on any tab to save your changes.

 

14. To delete a vendor, select the vendor in the Vendors pane and click the Delete button.
    • Vendors that have been used on a Media Plan cannot be deleted. They should be marked as inactive using the Inactive checkbox shown in step 7 instead.