Creating Suppliers and user account

Created by Ivy Thompson, Modified on Mon, 6 Nov, 2023 at 11:52 AM by Ivy Thompson

Create designated Suppliers for your Campaigns, Kitting & Logistics processing and Stock Orders.


Roles required

Admin role - Full access

Superuser - Reduced access - Cannot delete and download


Start Creating


1. Go Admin > Suppliers

2 Select Create Supplier to start creating

3. Start filling out:

  • Supplier Name
  • Email
  • Email Owner
  • Select Supplier Type - Print Supplier, Creative Supplier, Kitter Supplier


4. Press next



Kitter Supplier is used for Campaign Builder

 

5. Select Catalogue Supplier to create Suppliers for your Campaign orders processing via Kitting & Logistics and stock ordering 


Suppliers will use a separate login to access the site


6. Create a password for your suppliers user access

7. Select Create User

8. Once created you'll see a notification showing 'User Successfully Added!' 

  • Once created, the user would automatically be assigned to this supplier.


9. Copy in any extra emails to receive updates in the CC section and fill out the extra fields.

  • Contact Name
  • Location
  • Address Line 1 
  • Address Line 2
  • Postcode
  • Telephone

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