How to add a supplier

Add a new supplier to ChemCloud so you can track their products and approvals

This guide shows you how to add a new supplier to ChemCloud so you can track their products and approvals.

---

Add a supplier

1. Navigate to Suppliers from the main menu
2. Click Add Supplier
3. Enter the supplier’s Company Name
4. Select the Delivery Terms (whether they deliver or provide CIF pricing)
5. Add your Primary Contact details (typically your account manager)
6. Click Save

---

Field descriptions

Field	What to enter	Why it matters
Company Name	The supplier’s official company name	Identifies the supplier across all records
Delivery Terms	Delivery or CIF	Affects how shipping costs are calculated
Primary Contact - First Name	Contact’s first name	Used for document and sample requests
Primary Contact - Last Name	Contact’s last name	Used for document and sample requests
Primary Contact - Email	Contact’s email address	Where ChemCloud sends request emails

---

Why primary contact matters

The primary contact email is used when you:

• Request documents from the supplier
• Request samples from the supplier
• Send other automated communications

Make sure this is someone who can respond to these requests - typically your account manager or sales contact at the supplier.

---

Add multiple contacts

You can add multiple contacts for a supplier and control which types of emails each person receives.

1. Open the supplier record
2. Go to the Contacts section
3. Click Add Contact
4. Enter the contact’s details (first name, last name, email)
5. Select the Email Types they should receive
6. Click Save

---

Email type settings

Tailor which emails each contact receives based on their role:

Email Type	Best for
Order related emails	Customer service or sales team
Document related emails	QA or technical team
Sample requests	Sales or product specialists

This ensures the right people at your supplier receive the right requests, improving response times.

---

What’s next?

After adding a supplier:

• Add the supplier’s products to track what they offer
• Create approved material records to link their products to your raw materials