ERP ModuleSuppliers
Supplier Contacts
Managing contacts within supplier accounts
Supplier Contacts
Manage multiple contacts for each supplier.
Contact Information
Contact Fields
| Field | Description |
|---|---|
| Name | Contact's full name |
| Title | Job title |
| Contact email | |
| Phone | Direct phone |
| Mobile | Mobile number |
| Role | Function |
Contact Roles
| Role | Function |
|---|---|
| Sales | Order inquiries |
| Accounts | Payment matters |
| Shipping | Delivery coordination |
| Technical | Product support |
| Primary | Main contact |
Managing Contacts
Adding Contacts
- Open supplier record
- Go to Contacts tab
- Click Add Contact
- Enter details
- Assign role
- Save
Editing Contacts
- Open contact
- Make changes
- Save
Setting Primary Contact
- Open contact
- Click Set as Primary
Contact Usage
PO Communication
Contacts used for:
| Action | Contact Used |
|---|---|
| Send PO | Sales contact |
| Delivery Query | Shipping contact |
| Payment Inquiry | Accounts contact |
Best Practices
- Keep contacts current
- Verify email addresses
- Note preferred contact methods
- Update when staff changes