---
title: "How To Guide: Purchase Orders - Provider Configuration"
url: "https://help.psarev.io/en/article/how-to-guide-purchase-orders-provider-configuration"
language: "en"
last_updated: "2025-11-19T18:20:07.086Z"
---

# How To Guide: Purchase Orders - Provider Configuration

1. Introduction

![1](https://export.supademo.com/renders/1y37q1wzbj/out.png)

2. From the main **Admin** menu, select **System** **Settings**.

![2](https://export.supademo.com/renders/ea9woo7noh/out.png)

3. Select **System Tables**.

![3](https://export.supademo.com/renders/yjmy4e9mk3/out.png)

4. Now, click the **Product Catalog** tab.

![4](https://export.supademo.com/renders/g1v5837o4p/out.png)

5. Make sure you have configured your **Provider Type** and **Provider** **Ship Method** settings if you plan to use those optional fields.

Click the **down arrow** on the right of Provider Type to begin.

![5](https://export.supademo.com/renders/xlheyshgs6/out.png)

6. The system is pre-populated with *Vendor*. Add any additional provider types your company will use by clicking the **Add Provider Type** button. Make sure to **Save** your changes.

![6](https://export.supademo.com/renders/cso1lvg8do/out.png)

7. Click on the **Provider Ship Methods** to open that list and add any additional ship methods you need if you will be using them with purchase orders. Again, make sure to **Save** any updates.

![7](https://export.supademo.com/renders/3zqiy31u19/out.png)

8. Next, you'll want to make sure you have all the providers you need for the products you are adding.

Click on the main menu for **Inventory** and select **Providers**.

![8](https://export.supademo.com/renders/gid6cv8ueg/out.png)

9. Click the **New Provider** button.

![9](https://export.supademo.com/renders/bnhk9lnltn/out.png)

10. Enter the **Provider Name**.

![10](https://export.supademo.com/renders/kuy4s8pbjh/out.png)

11. Add any additional optional information about the provider here.

Note: You will want to populate the **Email** field if you plan to email purchase orders from Rev.io to the provider.

![11](https://export.supademo.com/renders/8i28b4hbcw/out.png)

12. Click **Save**. Repeat for as many providers as you have.

Note: Provider is only required for purchase order functionality, so it is NOT a required field when creating a product.

A product can have multiple providers if you provision this product from various providers.

![12](https://export.supademo.com/renders/64zl2t26a1/out.png)

13. Let's look at adding providers to products.

From the main menu **Admin** option, click **Product** **Catalog**.

![13](https://export.supademo.com/renders/zq2543pvzj/out.png)

14. You can add the initial provider to the product when you manually create a product. Click **New Product**.

![14](https://export.supademo.com/renders/wqqmvd71at/out.png)

15. You'll fill out the product name and select the product type, which are both required fields.

![15](https://export.supademo.com/renders/md9t3heu4m/out.png)

16. Scroll down to the *Purchasing* area and select the **Provider** from the list you created in the earlier step.

Remember, this is not a required field, so if you are using purchase orders, make sure to select the provider before you save the product.

![16](https://export.supademo.com/renders/6ancwg3012/out.png)

17. Click **Save**.

![17](https://export.supademo.com/renders/18bb1ipgop/out.png)

18. You can also add a provider, or multiple providers, once a product is already created.

To be clear, you will **NOT** use the Edit function to do this. Do NOT click the Edit option here.

![18](https://export.supademo.com/renders/qy3qpgrf31/out.png)

19. Instead, you will **click on the product name** to **View** the product. This is where you can view and add providers.

![19](https://export.supademo.com/renders/h3jqh3c4ie/out.png)

20. Click on the **Purchasing** tab at the bottom.

![20](https://export.supademo.com/renders/u1us2smzpn/out.png)

21. You can see any providers listed here. To add a provider, or an additional provider, click the **Add Provider** button.

![21](https://export.supademo.com/renders/841vusxxb5/out.png)

22. If you are viewing an existing product that was created and saved without a provider, you will see an option when adding the first provider to mark that provider as **Primary** here.

![22](https://export.supademo.com/renders/3lqqkw97o5/out.png)

23. If there is a primary provider set, it will be indicated by the star icon.

When creating purchase orders, Rev.io will default to the primary provider indicated, but it can be overridden to select any provider tied to that product.

![23](https://export.supademo.com/renders/t8t21wicxn/out.png)

24. Clicking the **3 dot icon** on a provider will allow you to set that provider as the **primary** provider.

![24](https://export.supademo.com/renders/asdqdpmudl/out.png)