Concepts

Tasks

Settings

Adding a Contact for a Supplier

You can keep track of all the contacts you have at each supplier. You can record the contact’s name, title, phone numbers, and email address, as well as any notes about that contact.

For each supplier, you can select the primary contact, as well as the contact person for sending requests for quotation (RFQs) and for sending purchase orders.

To Add a Contact

1.	Open the supplier to which you would like to add a contact.

2.	Make sure that editing is enabled.

3.	On the Properties view, select the General tab, then the Contacts tab. This tab lists the current contacts for the supplier.

4.	Click New. The Contact dialog appears, open to the Contact Info tab.

5.	Type in the contact’s name and job title.

6.	Select if this person is:

•	The Primary contact person for this supplier

•	The Contact to whom purchase orders are normally sent

•	The Contact to whom RFQs are normally sent

You can select any of these options for a contact person, but only one contact can have each option selected. For example, only one contact can be selected as the primary contact person. However, the same contact person could be the primary contact, the RFQ contact, and the purchase order contact.

7.	Select the preferred contact method for sending RFQs and/or purchase orders to this contact person.

8.	Enter the contact’s business number, extension, fax number, email address, and preferred courier.

9.	Select the Notes tab. Enter any notes or comments you have about this contact.

10.	If the contact has more than one telephone number, select the Alternate Numbers tab, and click New to add another number.

11.	Click OK to save the contact information. The contact now appears in the list for the supplier.

12.	When you are finished, save and close the supplier.