Alpha Docs
ERP ModuleSuppliers

Supplier Contacts

Managing contacts within supplier accounts

Supplier Contacts

Manage multiple contacts for each supplier.

Contact Information

Contact Fields

FieldDescription
NameContact's full name
TitleJob title
EmailContact email
PhoneDirect phone
MobileMobile number
RoleFunction

Contact Roles

RoleFunction
SalesOrder inquiries
AccountsPayment matters
ShippingDelivery coordination
TechnicalProduct support
PrimaryMain contact

Managing Contacts

Adding Contacts

  1. Open supplier record
  2. Go to Contacts tab
  3. Click Add Contact
  4. Enter details
  5. Assign role
  6. Save

Editing Contacts

  1. Open contact
  2. Make changes
  3. Save

Setting Primary Contact

  1. Open contact
  2. Click Set as Primary

Contact Usage

PO Communication

Contacts used for:

ActionContact Used
Send POSales contact
Delivery QueryShipping contact
Payment InquiryAccounts contact

Best Practices

  • Keep contacts current
  • Verify email addresses
  • Note preferred contact methods
  • Update when staff changes

On this page