Add a supplier contact
- In the Business menu, select Suppliers.
- On the Supplier Manager screen, Active tile, search for and then drill down on the Name of the required supplier.
- On the supplier details screen, in the Contacts section at the bottom of the screen, click + Create New Contact.
- In the New Contact dialog, enter the details of the contact. See Data fields reference, below.
- Click Create to save the changes.
Edit a supplier contact
- In the Business menu, select Suppliers.
- On the Supplier Manager screen, Active tile, search for and then drill down on the Name of the required supplier.
- On the supplier details screen, in the Contacts section at the bottom of the screen, drill down on the Name of the contact you want to edit.
- In the Edit Contact dialog, update the details of the contact, as required. See Data fields reference, below.
- Click Save to save the changes.
Data fields reference
Field | Description |
---|---|
First Name | Type the first name of the contact person. |
Last Name | Type the last name of the contact person. |
Position | Enter the position of the contact person in supplier company. |
Contact Information | |
Phone | |
Mobile | |
Email address |