Supplier - Supplier Contacts
To Navigate to Supplier - Supplier Contacts from Dashboard:
Step Action
1. Select {Settings} and then select {Vendors/Suppliers} under Dockets section.
2. Hover mouse over the name of a Supplier and select to open the supplier's edit page. Contacts can then be
setup from the edit page.
Note: Supplier contacts can only be added to an existing supplier. To add a supplier, see
Supplier - Creating a New Supplier.
Adding a Supplier Contact
Step Action
1. Select {New} under Contacts on the Supplier edit page. A New Supplier Contact page will open.
2. Complete the General fields for the new supplier contact.
3. Select {Save}.
Note: Once the New Supplier Contact has been created, the option to add additional contact fields
(i.e. mobile, Facebook, Linkedin, etc.) will become available. Locations and Notes can also now be added.
(See Vendor/Supplier - Contact Locations and Vendor/Supplier - Contact Notes)
Editing a Supplier Contact
Step Action
1. Hover mouse over the name of address to be edited under Contacts on Supplier view page. A pencil
icon will appear on the right-hand side of the name. Select the pencil icon.
A Supplier Contact edit page will open.
2. Make required changes.
3. Select {Save}.
Deleting a Supplier Contact
Step Action
1. Select entries under Contacts to be deleted by checking boxes on the left-hand side.
All entries can be deleted by checking box to left of {New} under Contacts.
2. Select {Delete}. A window will pop-up to confirm selected items to be deleted.
3. Select {OK} to delete selected items.