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Adding a contact to a supplier
Who is this article for?Users responsible for managing customer accounts.
The Supplier Edit permission is needed.
Supplier contacts are added to supplier records so that they can be managed easily. Contacts can be used to identify who is responsible for certain levels of communication or even who should be involved should a supplier audit take place.
This article outlines how to create supplier contacts.
1. Creating a new contact
To create a contact:
- Open the Supplier module.
- Open a supplier record.
- Expand the Contacts section.
- Click Add Contact.
- Enter the contact information.
- Click OK.
- Click Save.
1. Creating a contact
To create a contact:
- Access the Supplier module and
- Choose Suppliers.
- Locate the Supplier you wish to add a contact to and click on the supplier name.
- Click on the Edit icon.
- Select the Contacts tab.
- Click on the New Contact icon.
- Enter the relevant Contact info.
- Confirm by clicking OK.
- Click on the green tick to save the contact info.
