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Resources module > resource default grid
Click on the further options menu
Select create a new resource > select supplier
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Enter the supplier/vendor name
Click ok
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Go to the resources module > resource default grid
Select the supplier/vendor > open the supplier card
Go to the information
tab
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From here you can update the following client information:
Name
Initials
Phone number
Mobile number
Email
Social information: e.g. web address, LinkedIn page etc.
Skills
Resource group: used to group resources together e.g. for a mail out
Tags
Address details
Business: suppliers/vendors can be grouped by business type for reporting purposes e.g. print, post production etc.
Public number: supplier/vendor’s business number
Responsible: the main contact person in your company for the supplier relationship
| Info |
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To add a contact person/s to your supplier/vendor record go to Create a Supplier/Vendor > Supplier Settings R13 |
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