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".