How To: Add Company as a supplier

You may be looking to add a supplier to your platform for various reasons, Registration, Tier-2 Reporting, etc..

To accomplish that task of adding a supplier you will want to visit the Add Company As A Supplier feature.

Visit your Supplier Management App and select Add Company as a supplier

 

The Add Company as a Supplier Process consists of 3 main steps:

Step 1 - Search the supplier name

This is done by entering a min. of 3 characters into the Supplier Name field to search the database to see if the supplier already exist or not.

Step 2 - View Results

The system will show results of suppliers that may match the supplier you are trying to add

Step 3 - Add Supplier

The supplier may or may not appear in the search results. If they do simply select the +Add Company as a Suppleir icon

If the supplier does not appear, simply select the Manually Add Supplier option.

To manually add a supplier there are a few required, and recommended fields listed below:

1. Required Fields are:

• Supplier Name
• Supplier Number
• Phone
• Address Details

2. Recommended Fields are:

• TIN/EIN
• Contact Name

• Contact Email