🚚 How to Add and Manage Suppliers

Add a Supplier

1. Navigate to Resources > Suppliers.

2. At the top of the page in the Tool Bar, select the Add Supplier button [+].

3. In the Create Supplier screen, complete the Basic Information section:

   1. Name: Enter the name of the supplier (e.g., Supplier ABC).

   2. Sites: Select the relevant sites from the dropdown menu to associate with this supplier.

   3. Website: Enter the supplier's web address (optional).

   4. Description: Add any internal notes or details about the supplier (optional).

4. Complete the Address Information section (optional):

   1. Street Address: Enter the primary address for the supplier.

   2. Country: Select the country from the dropdown menu.

   3. Province/State: Select the appropriate region.

   4. City and Postal Code/ZIP Code: Enter the remaining location details.

5. Complete the Business Contact section by entering the First Name, Last Name, Email, and Phone number for your primary point of contact. 
   
6. Select the green Save button to add the supplier to your list. 
   
   
   

Edit or Manage Suppliers

• To Edit: Locate the supplier you wish to modify and select the Edit icon on the far right of the supplier row. In the supplier detail screen, you can update any of the information. Once your changes are complete, select the green Save button at the bottom of the page

• To Delete: Select the Edit icon for the supplier you wish to remove. Scroll to the bottom of the page and select the red Delete button. Confirm the deletion when prompted.