Audience: Equipment Administrators

Who is this article for?

Users who are responsible for Supplier entries.

Equipment Administrator(EQADM) permissions are required.

If your system also has Supplier Manager, this section will be populated with the same catalogue of suppliers. However, if you do not have Supplier Manager, you can still create and manage a simple register of Suppliers and their details. This article will show you how.

1. Accessing Suppliers
2. Creating Suppliers
3. Amending Suppliers

1. Accessing Suppliers

To access Suppliers:

1. Navigate to Equipment Manager.
2. Select Suppliers.

You should see the below screen.

If you cannot see the search fields, select the Expand icon. You can also use the Name field to refine the results. Additionally, each column header can be selected to arrange the results in ascending or descending order.

2. Creating Suppliers

To create a new Supplier:

1. Click the Add New icon from the Suppliers list.
   This will reveal a blank Supplier Details screen.

2. Give the Supplier a Name.
3. Click the Save icon to confirm the creation of the new Supplier record.
   The screen should expand to reveal the additional Supplier details.

4. Complete the additional details as required.
5. Click Save to confirm the changes.

3. Amending Suppliers

To amend an existing Supplier:

1. Select the relevant Supplier from the list.
   This should reveal the Suppliers details

2. Amend details as required.
3. Click Save to confirm the changes.

Looking for a changelog?
You can view the full history of changes made by selecting the Audit Trail icon in the header bar.