Importing Suppliers & Contacts manually into the Supplier Tree
Suppliers and Supplier Contacts can be manually imported into the Supplier tree using the following steps;
Adding new Suppliers & Contacts
Step 1 -Click on Data -> Manage -> Supplier tree -> Take Action icon
Step 2 - Select the option Add New top Level Source/Supplier from the pop-up menu
Step 3 - Add the generic email address, Reference and Name of the Supplier and press Save
Step 4 - From the grid view of the newly created Supplier RH Click or use the Take Action icon and select Add New Contact Record
Step 5 - Add the Reference, Type, email address and Phone number of the Contact and press Save
To verify the Contact has been added correctly click on the > symbol in the My Reference column of the supplier and a summary of Contact(s) added will be displayed
Adding Contacts to existing Suppliers
Step 1 -Click on Data -> Manage -> Supplier tree -> Search icon
Step 2 - Right click on the internal part number and select View/Edit
