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This guide shows you how to manage a supplier contact.

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Edit a Supplier Contact

  1. Navigate to Suppliers from the main menu
  2. Click on the supplier to open their record
  3. Go to the Settings tab
  4. Click on the three dots to edit the contact
  5. Edit their First Name, Last Name and Email Address
  6. If they are your Primary Contact, they will receive all email notifications. If they are another contact (e.g. Customer Service) you can choose which notifications they receive.
  7. Click Save

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Add a Supplier Contact

  1. Navigate to Suppliers from the main menu
  2. Click on the supplier to open their record
  3. Go to the Settings tab
  4. Click ‘Add Contact’
  5. Add their First Name, Last Name and Email Address
  6. If they are your Primary Contact, they will receive all email notifications. If they are another contact (e.g. Customer Service) you can choose which notifications they receive.
  7. Click Save

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When to use this

Add supplier contacts depending on what notifications you want your contacts at the supplier to receive. For example:
  • Primary Contact (your Account Manager) will typically receive all emails
  • Customer Service will typically receive notifications relating to orders
  • Regulatory Team will typically receive notifications relating to documents
Each of these would be a separate contact under the supplier.