Vendors Across a Studio

Add a studio vendor to a production

1. On the production’s Vendors page, choose New vendor.
2. Choose Add from your studio, and search by name, email or tax ID.
3. Select the vendors you want and choose Add. Vendors already on the production show Already added.

The vendor keeps the details the studio has, including payment methods. Nobody re-enters a bank account.

When the studio updates a vendor

When a studio admin changes a vendor, productions see Studio update available on the vendor until they take the new version. If the studio turns on Mandate latest version in Settings → Vendor Management, every approved change applies to every production at once.

Possible duplicates

On the studio’s Vendors page, Possible duplicates shows pairs Dolly thinks are the same vendor. Dolly checks tax IDs, and names together with an email or phone. For each pair:

• Merge combines them when the tax ID matches, or the name and the email or phone match. One vendor stays, and productions using the other move to it automatically.
• Link appears when the match is weaker, for example only the names match. Tick Yes, these are the same vendor to combine them, only if you know they are the same company.
• Not a duplicate removes the pair from the list for good.

Two vendors with different tax IDs never merge.

Frequently asked questions

Can a production merge vendors?

No. Merging happens at the studio, from Possible duplicates. A production admin can ask a studio admin to do it.

We have one vendor on several projects. Do we add it to each one?

Yes, but you add the studio’s copy each time with Add from your studio, so its details stay the same everywhere.

I added a duplicate by mistake. Can I delete it?

Open the vendor and choose More Actions → Remove Vendor. Dolly will not remove a vendor that is still on open purchase orders, invoices or payments.

Keep reading

• Adding a Vendor
• Vendor Settings and Payment Holds