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".