How to set up a Supplier

As a Retailer, you're in control of what each individual Supplier can access from their view within Zitcha. This includes: 

  • Budgets
  • Financial metrics
  • Performance metrics
  • Margins
  • Custom Audiences
  • Product Catalogs

Follow the steps below to set up a Supplier account successfully:

  1. Click on Settings Settings-1 in the Menu bar and select Supplier Settings

    1. Supplier Settings
  2. Select the My Suppliers Tab
    2. My Suppliers
  3. Click on the name of the Supplier you'd like to setup.
  4. Under Permissions, you can choose to allow the Supplier to set their own Budget or deselect this option if you prefer to set the Budget for the Supplier. It is recommended that you select this option so a Supplier can set its own Budget.
  5. Under Financial & Performance Metrics, choose which options you would like this particular Supplier to have the ability to view.
  6. Under Margins, you have the option to either leave all margins the same as the overall default margin for all ad formats or set different margins per ad type. The reason you may choose to set different margins for different ad types could be due to the value of the audiences of each ad type. For example, your Facebook audiences might be more valuable than your Google audiences. If this is the case, this will trump the overall Default Margin highlighted in the Settings section of the previous screen.
  7. Under Minimum Lifetime Budget, you have the option to either leave all minimum spends the same as the overall default minimum spend for all ad types, or set different minimum spends per ad type. Similar to above the reason why you may choose to set a different minimum spend for different ad types could be due to the value you place on the audiences of each individual ad type. Should you choose to set minimum spends per ad type this will trump the Default Minimum Spend highlighted in the Settings section of the previous screen.
  8. Under Facebook Permissions, select > to view the dropdown. The dropdown is a view of all of your Facebook audiences. Select which audiences you would like this particular Supplier to have access to.
  9. Under Products, select > to view the dropdown. The dropdown is a view of all of your Facebook Product Catalogs. Select which Product Catalogs a specific Supplier can access for their Zitcha orders.
  10. Under Google Permissions, select > to view the dropdown. The dropdown is a view of all of your Remarketing audiences. Select which Remarketing audiences a specific Supplier can access for their Zitcha orders.
  11. Under Products, select > to view the dropdown. The dropdown is a view of all of your Google Catalogs. Select which Product Catalogs a specific Supplier can access for their Zitcha orders.
  12. Once you've finished editing the Supplier's settings, click on Save.