Supplier

Introduction

Each Supplier will have a supplier record, from where you can manage and interact with them

The title bar will display the supplier name, and a banner to indicate the supplier status - Active Supplier for example.

There are several icons associated to each supplier:

Favourite Supplier - Mark suppliers as being favourites. This will allow you to filter suppliers on the supplier catalog, by those marked as favourites
Lock Supplier - By default suppliers are marked as Open i.e they can be viewed by all users who have the Supplier User role. As an owner of a supplier you can mark a supplier as Locked and then you can manage and control which users have visibility of such suppliers and what rights they are granted to interact with the supplier record.
Status - The status of the supplier
Custom Buttons - Any configured and available custom buttons will be available here
Archive Supplier - Use this option to archive the supplier

The action bar provides you with options to interact with the supplier record:

Update - Add a post to the supplier record, this will be visible on the supplier timeline to other users who have the rights to view the supplier.
Document - If Document Manager is installed, you will have the option to search for and link documents to the supplier record
Attach - Upload attachments to the supplier record
Board - If Board Manager is installed, you will have the option to add the supplier to boards which are owned or shared with you
Asset - If Service Manager is installed, toy will have the option to search for and associate assets to the supplier record
Contract - Create Contracts which are provided by the supplier
Contact - Add Supplier Contacts
Link - Add links to the Supplier record, for example supplier website or support portal
Review - Add a review of the supplier
Audit Trail - View all additions, changes and deletions from the supplier record, who performed them and when.