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.