Who is this article for?

Users who are responsible for managing suppliers.

Supplier Manager(SUPMGR) or higher permissions are required.

Supplier Types are mandatory for the creation of Supplier records. Supplier Types follow the same review processes as the Suppliers within. This article shows you how to add new Types and modify them as needed.

1. Accessing Supplier Types
2. Creating Supplier Types
   • Access Restrictions
3. Amending Supplier Types

1. Accessing Supplier Types

To access Supplier Types:

1. Go to Supplier Manager.
2. Select Supplier Manager.
3. Choose Supplier Types from the menu on the left.

This will present the Supplier Types list.

2. Creating Supplier Types

To create a new Type:

1. Click the New Supplier Type icon located to the right of the header bar.
   The New Supplier Type screen will be displayed.

2. Enter a Name for your Type.
3. Provide an optional Description.
4. Tick the Active box to make the Type selectable.
5. If the Owner is different from yourself, select the relevant Owner(s) via the dropdown box.
   The radio buttons below allow you to choose between a single user or a group.
6. Tick Allow Scheduling of Initial Review.
   Leaving this unticked will not allow reviews to be scheduled against this Type.
7. Assign review methods that will cascade down to Products associated with the Type.
8. Click Save.

Unable to modify a greyed out field?
Supplier Type ID field is unchangeable and defaults to a number in a sequence set by the module.

Access Restrictions

Default permissions can be applied to all Suppliers of this Type.

To define them:

1. Open the Supplier Type by clicking anywhere on its record.
2. Tick the Request Access box.
3. Select Groups from the Add Groups dropdown or click the Add Supplier Permissions Group icon to display a selection list.

4. Tick the Create box if you want members of the group to be able to create Suppliers of this Type.

5. Tick the Update box if you want members of the group to be able to maintain Suppliers of this Type.

6. Click Save.

When permissions are setup in this manner, the default permission groups set in the Supplier Type record are applied to all new Suppliers of that Type. They can but altered by the record creator as needed.

Ticking the 'Enforce Update and View Permissions' check box will set these permissions across existing and new Suppliers of this type.

3. Amending Supplier Types

To amend an existing Supplier Type:

1. Select the relevant type from the Supplier Type list.
   This will reveal the related Supplier Type details screen
2. Amend any required fields.
3. Click the Save icon 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.