Enter basic supplier data #
To enter a new address, click on Plus in the top bar. Enter the data in the screen that appears. The mandatory fields are marked with a red star. When creating and mutating the address, only basic fields or fields with entered data are displayed. To show all fields, select the Show all fields checkbox.
The addresses have several registers (basic data, access data, documents and diary), which can be switched between under the contact name.
A contact person can be entered for each address (corresponding fields are displayed when the Show all fields checkbox is activated).
Two additional external numbers/codes can be stored as reference numbers: any values can be entered in both fields. By default, only one field is displayed for the reference number. The 2nd reference number is activated in the settings. The search for the 2nd reference number is only possible if it is activated.
The E-mail (vendors) field is used to enter the e-mail address for vendor receipt.
Each address can be highlighted in color. To do this, click on the bar above the contact name and select the desired color. Click on Save to apply.
Add extended properties to the supplier address #
If you have an active license for the extended employee administration, you can add extended properties for the addresses. You can use these to activate properties that can be used to simplify the search.
For a property to be selected, it must be stored in the settings.
The properties can be stored for 3 objects: Customer addresses, employees, supplier addresses. The three checkboxes in front of the property correspond to these 3 objects. Depending on which checkbox is activated, the property appears in the property search of the object.
When the property is stored, the object category is set automatically, depending on which module was used to open the settings.
The property can contain a name (upper field – group name, lower field – name of the property), the type (can be supplemented with a default value or a selection list) and a unit for certain types (integer and decimal number).
Relationships of addresses #
The addresses can be linked to each other via the relationships. This allows you to create address networks. You can read more about this here: Customer networks
Select the relationship type for the open address 1 (e.g. company), then use the magnifying glass to find the address to be linked from the address book and set its type (2). You can leave a comment in the Remarks field. Click on Plus to save.
The relationship types are managed in the settings.
Existing relationship types can be deleted and new ones added. The phosphor icon can be stored in the Symbol column – a symbol that appears in front of the address (more on this here: Images, logos and symbols (icons)), in other columns you tick the address groups for which the relationship type can be applied and click Plus to save.
Access data for supplier portals #
If the supplier has a website or a customer portal with access for the customer, the access data can be stored for the supplier. To do this, open the Access data tab. You can store either user-specific or department-specific access data here. You can also provide these with a current status.
Read more about changing and managing supplier addresses here: Manage supplier addresses