Linking suppliers to purchasing persons ensures clear communication and understanding of order requirements, reducing the chances of errors, misunderstandings, and delays, and simplifying the purchasing process. This minimizes the need for rework or corrections.
Here are the steps.
Linking a Supplier to a Purchasing Person
You can do this in two ways:
1- From the Suppliers Page
Go to the "Purchase" module.
Open the “Suppliers” page.
Search for the supplier's name using the 🔍 icon or clicking the arrows.
Click “Edit”.
Select the purchasing person from the dropdown menu.
Click “Update”.
2- From the Supplier Data Page
Go to the "Purchase" module.
Open the “Supplier data” page.
Display the "Purchase person" column from “Custom View”.
Click “Generate”.
Choose the name of the purchase person to link with the supplier from the dropdown menu in the Purchase Person column.
Hover over the ➕ icon.
Click “Save”.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.