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Getting Started as a Buyer

What this does: Set up your buyer account, connect with vendors, browse their catalogs, and place purchase orders.

Written by Daniel Phung
Updated over a week ago

Last verified: 2026-02-18

Overview

This guide walks you through the essential steps to get started as a buyer: completing your profile, connecting with vendors, browsing products, and placing orders.

Who this is for: Users who want to purchase products from vendors on StockApp.

What happens in the system

  • Your company profile becomes visible to vendors you connect with

  • Accepting a vendor invitation gives you access to pricelists they have shared with you

  • Orders you place appear in both your Orders section and the vendor's Orders section

  • Order status updates from the vendor appear in your order view in real-time

  • You can compare products from multiple vendors side by side

What does NOT happen

  • Connecting with a vendor does not automatically show products: You only see products in pricelists the vendor has explicitly shared with you.

  • Adding items to cart does not reserve inventory: Items are not reserved until the order is placed and confirmed by the vendor.

  • Placing an order does not guarantee fulfillment: The vendor must confirm and process the order.

  • Viewing vendor products does not expose your information: Vendors only see your information if you place an order or send them a message.

Prerequisites

  • A StockApp account with buyer permissions

  • An invitation or connection with at least one vendor (or plan to invite vendors)

Step 1: Complete Your Company Profile

Set up your company information so vendors can identify you and fulfill orders correctly:

  1. Navigate to Settings (gear icon in left sidebar)

  2. Under the Company section, click Company info

  3. Fill in your company information:

    • Display name: Your business display name (visible to vendors)

    • Company logo: Upload your company logo (optional)

    • Primary phone: Your business contact number

    • Business location: Shipping address details (city, state/region, ZIP/postal code, country)

  4. Click Save settings

This information is visible to vendors you work with and used for order fulfillment.

Step 2: Connect with Vendors

If You Received an Invitation

  1. Check your email for the vendor's invitation

  2. Click the link in the email

  3. Accept the invitation

  4. The vendor's products will now be accessible once they share a pricelist with you

To Invite Vendors or Import Contacts

  1. Navigate to Directory (people icon in left sidebar)

  2. At the top of the page:

    • Type an email address into the Quick invite with email... field to send an invitation directly

    • Click Import contacts to import from Google, LinkedIn, WhatsApp, or CSV file

  3. StockApp shows you which of your contacts are already on the platform

  4. Send connection requests to vendors you want to work with

Once vendors accept your connection, they can share pricelists with you.

Step 3: Browse Vendor Catalogs

Once connected with vendors:

  1. Click the company name in the top-left corner

  2. Select a vendor from the dropdown

  3. Browse their product catalog

  4. Use filters to narrow down products:

    • Search by name, SKU, or description

    • Filter by category, tags, price range, condition

    • Sort by price, date added, or name

  5. Click on products to view details

For detailed instructions, see Browsing Vendor Products.

Compare Products from Multiple Vendors

  1. Browse products from one vendor

  2. Click the company selector to switch to another vendor

  3. Compare pricing, terms, and availability

  4. Add items from different vendors to your cart

For detailed instructions, see Comparing Offerings.

Step 4: Add Items to Cart and Place an Order

  1. Browse a vendor's catalog

  2. Click Add to Cart on products you want to order

  3. Specify quantities

  4. Review your cart (click the Cart icon in the top-right)

  5. Click Checkout or Create Purchase Order

  6. Review order details:

    • Products and quantities

    • Pricing and totals

    • Shipping address

    • Payment terms

  7. Add any notes or special instructions

  8. Click Place Order to submit

For detailed instructions, see Creating Purchase Orders.

Step 5: Track Your Orders

After placing an order:

  1. Navigate to Orders in the left sidebar

  2. View all your purchase orders

  3. Click on an order to see details

  4. Check order status:

    • Pending: Submitted, awaiting vendor confirmation

    • Confirmed: Vendor accepted the order

    • Shipped: Order is in transit

    • Delivered: Order completed

  5. View order history and updates

  6. Communicate with the vendor through order comments

For detailed instructions, see Purchase History.

Additional Features

Create Offers for Better Pricing

Instead of accepting listed prices, you can make offers:

  1. Browse a vendor's catalog

  2. Select products you're interested in

  3. Click Create Offer

  4. Set your desired pricing

  5. Add terms and expiration date

  6. Submit the offer to the vendor

  7. If accepted, convert the offer to an order

For detailed instructions, see Creating Offers.

Receive Notifications

Configure notifications to stay updated:

  1. Go to Settings > Notifications

  2. Choose notification channels (email, in-app, push)

  3. Set frequency for different event types:

    • Order status changes

    • Price updates

    • New products from vendors

    • Messages from vendors

For detailed instructions, see Setting Up Notifications.

What changes over time

  • Order status: Updates as the vendor processes your order (pending β†’ confirmed β†’ shipped β†’ delivered)

  • Product pricing: May change if the vendor updates their pricelist - your existing orders are not affected

  • Product availability: Inventory levels may change - what you see when browsing may differ from when you checkout

  • Vendor catalog: Vendors may add new products or remove discontinued items

Common Issues

Issue: Cannot See Vendor Products

Symptom: You connected with a vendor but cannot see their products.

Solution: The vendor must share a pricelist with you. Contact the vendor to request access. You can send them a message through the Directory or via email.

Issue: Product Price Changed at Checkout

Symptom: The price in your cart differs from what you saw when browsing.

Solution: Prices can change if the vendor updates their pricelist. Review the current price before confirming your order. If the change is unexpected, contact the vendor.

Issue: Order Stuck in Pending

Symptom: Your order has been pending for a long time without vendor confirmation.

Solution: Contact the vendor directly through messaging or email. Order processing times depend on the vendor. Check the vendor's stated lead times.

Issue: Cannot Find a Specific Product

Symptom: You saw a product before but cannot find it now.

Solution:

  • Use the search bar to search by product name, SKU, or description

  • Check if you're viewing the correct vendor's catalog (company selector)

  • The vendor may have removed the product from the pricelist - contact them to inquire

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