Adding A New Supplier

Click here to view the "Suppliers" video

Step #1

Click here to access the "Supply Chain" sub-menu.

Step #2

Click "Suppliers"

Step #3

Click "Create Supplier"

Step #4

Complete the "Identification" section by completing the following fields:

• Supplier Name
• Critical Supplier

Step #5

Complete the "Primary Contact" section by completing the following fields:

• Primary Contact
• Primary Contact Email
• Primary Contact Phone
• Primary Position

Step #6

Complete the "Secondary Contact" section (optional) by completing the following fields:

• Secondary Contact
• Secondary Contact Email
• Secondary Contact Phone
• Secondary Position

Step #7

Click "Create Supplier " to save your progress.

Step #8

Add an "Action Item" associated with this customer.

Step #9

Complete the "Certification" section (optional) by completing the following fields:

• Is Certification Required?
• Latest Certificate Received?

Step #10

Click "Add Certificate" and complete the following fields:

• Received Date
• Expiry Date
• Description

Step #11

Upload any attachments.

Step #12

Repeat Steps 10 & 11 until all certificates are uploaded. 

Step #13

Complete the "Notes" section (optional) by completing the following fields:

• Quality Department
• Quality Policy
• Quality Procedures
• Notes

Step #14

Click "Save Supplier".