Manage Suppliers

You can add, edit, and remove suppliers from an item’s sourcing list.

Add a supplier

1. Go to the Sourcing tab.

2. Click Add Supplier.

3. In the new row that gets added to the table, click the cell in the Supplier column to reveal a drop-down menu of suppliers.

   The drop-down list reflects the records in your Supplier workspace.

4. Select a supplier from the list.

5. Enter details into the remaining columns, like supplier part number, manufacturer, manufacturer part number, sourcing comments, and more.

6. Click Save.

The new supplier is added to the table.

Edit supplier information

1. Go to the Sourcing tab.
2. Click Edit to enable editing.
3. Click the field you want to update (example: supplier part number, manufacturer, manufacturer part number, or sourcing comments).
4. Make your changes.
5. Click Save.

The supplier information is updated.

Remove a supplier

1. Go to the Sourcing tab.
2. Check the box beside the supplier(s) you want to remove.
3. Click Remove Supplier.

The supplier is removed from the list.