Creating Suppliers 3.0

Created by Ivy Thompson, Modified on Thu, 9 Nov, 2023 at 1:52 PM by Ivy Thompson

Create designated Suppliers for your Campaign orders processing via Kitting & Logistics and stock orders created through Product Catalogue. 


Roles required

Admin role - Full access

Superuser - Reduced access - Cannot delete and download


Start Creating

1. Go to 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

 

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 system

6. Create a password for your suppliers user access

7. Select Create User

8. Once created you'll see a notification showing 'User Successful Added!' in green, and a note will state 'A uses has been assigned to this supplier. Edit User'

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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