QuoteCQ: How To Setup your Suppliers and Supplier Contacts

The Supplier Data configuration contains all suppliers, supplier contacts, notes, preferred suppliers and more. Providing supplier contact information allows for users to send bid sheets appropriately.

To edit Supplier Data information, click 'Supplier Data' from the Configuration screen.

Índex

• The Supplier List
• How to edit the supplier's information
• How to edit the supplier's contact
• Terms Master
• Supplier Groups

Supplier List

To add a New Supplier, from the Supplier Data screen, click the '+' next to Suppliers. Enter the Supplier Name and any other crucial information for that supplier. Ensure that the supplier is marked as 'Active.' Click 'Save' to add the supplier to your data.

*If a supplier does not appear when sending a bid sheet, they could be inactive in your Supplier Data configuration.

Edit the Supplier Information

To edit supplier information, click on the supplier's list. From the supplier list, click the pencil icon on the left-hand side of the supplier you would like to edit. You will receive the pop-up screen titled 'Edit Supplier.' Here you can edit the information for any supplier. Choose 'Save' to update the information.

Edit the Supplier Contact

To add/edit supplier contact information, you the + next to the supplier you would like to add a contact for.

To add a supplier contact for that Supplier, click the '+' once you have expanded the Supplier Information. To edit a supplier contact, double-click on the Contact Person name.

Whether you are adding or editing a supplier contact, you will be prompted with the above view. Complete the pertaining supplier contact information and choose 'Save.'

*It is important to add the supplier contact's email as this is how bid sheets will be used.

Terms Master

To add a new term for a supplier, click '+' next to Terms Master. Enter the New Term name. This feature will be used to further classify your suppliers and supplier contacts.

Supplier Groups

To add a new supplier group, click '+' next to Supplier Groups. Enter a Group Name and a Description (optional). Then click on the Supplier drop-down menu. From there you can select an individual supplier or multiple suppliers (click on each supplier to add them), or you can select all to automatically select all suppliers for the new group.