Manage Suppliers

The Supplier List page allows users to view, search, and manage supplier accounts within the Inventory Management system.

Permissions

To view and manage suppliers, the user account requires specific permissions:

• View Supplier List: Allows access to the Supplier List page.
• Edit Suppliers: Enables adding new suppliers and editing existing supplier details.

Permissions are assigned to user accounts in Salesforce under the Employee Permissions field. Refer to Employee Permissions for more information.

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Accessing the Supplier List

Navigate to the Inventory Management page and select Manage Suppliers from the settings cog to access the Supplier List.

Adding a New Supplier

To add a new supplier:

1. Click the Add Supplier button.

2. Fill in the supplier's details, including:

   • Supplier Name
   • Supplier Email
   • Supplier Phone
   • Primary Contact Name
   • Billing City
   • Billing Postcode

3. Click the Save button to add the supplier to the list.

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Editing Supplier Details

To edit an existing supplier's information:

1. Locate the supplier in the list using the search bar if necessary.

2. Click the edit icon next to the supplier's name.

3. Update the supplier's details in the edit form.

4. Click the Save button to apply the changes.

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Tips

Tip

• Utilize the Supplier Search feature to quickly find suppliers, especially when managing a large list.
• Keep supplier information up to date to ensure smooth operations, especially contact details for communication.
• Regularly review the supplier list to remove any inactive or outdated supplier entries.

Suppliers Table

The suppliers table displays the following information for each supplier:

Supplier Name	Supplier Email	Supplier Phone	Primary Contact Name	Billing City	Billing Postcode	Actions
String	String	String	String	String	String	Action Buttons

Searching the Table

• Use the Supplier Search bar to find suppliers by name, email, or other relevant details.
• The search function filters the supplier list in real-time based on the entered keyword.

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Navigating Back

To return to the Inventory Management page:

• Click on the Inventory Management breadcrumb at the top of the page.
• Alternatively, use the Close button to exit the Supplier List page.

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Related Pages

Inventory Management Manage inventory operations and settings.

Employee Permissions Assign and manage user permissions.