Audience: All Supplier Users

Who is this article for?

Users who are responsible for contact records.

Supplier Manager (SUPMGR) or higherpermissions are required.

Contacts are associated with a Supplier Records and indicate who the point of contact is for any queries or issues. This article shows you how to create and amend these records.

1. Accessing Supplier Contacts
2. Creating Supplier Contacts
3. Editing Supplier Contacts

1. Accessing Supplier Contacts

To access contacts:

1. Go to Supplier Manager.
2. Select Supplier Manager.
3. Choose Suppliers.
4. Switch to the "Contacts" tab.

You will be presented with the a filterable list of all Contacts stored on your system.

2. Creating Supplier Contacts

To create a new contact entry:

1. Select the New Contact icon located to the right in the Contacts header bar.
   You will see the Contact details screen.

2. Enter a Full Name of the contact.
   This is the only mandatory field.
3. Complete any of the other optional fields.
4. Click the Save icon located to the right in the Contact Details header bar.
   The following system message screen will be displayed:

3. Editing Supplier Contacts

You can edit existing contacts from the Contacts list. By default, inactive records will be excluded from the presented list. Tick the Include Inactive  box to see them.

To amend contact details:

1. Select anywhere in the record row.
   You will prompt the Contact details screen to appear again.

2. Make the required changes.
3. Click Save to commit changes to the database.

Need to track amendments?
All changes made to Contact records will be stored as part of the Audit trail.