If you need to add a new supplier, you must first define all pertinent data on the New supplier's page.
To define new suppliers follow these steps:
-
Point to the Suppliers' arrow and select New supplier from the list or click on New supplier on the Suppliers main page.
-
Fill the supplier's Name field.
-
Select the Type of supplier from the drop-down list.
-
Specify whether or not this account has login rights by ticking the Create a login for this company checkbox.
-
If you want the supplier to be able to log on, you must also fill in the following fields:
User last name, User first name, User email, Login, Password, Retype password to confirm, The User profile is set to External worker.
-
Click on Save.
The supplier is now in your database and the page changes to show the Supplier's page with four more tabs and several other elements on the page:
