Manage a supplier
As a Tenant Administrator, you use the Suppliers tab in Administration to invite new suppliers and manage existing ones. Suppliers require an invitation in order to access the Supplier Viewer through which they can participate in Requirements Management and Quality Assurance workflows, review specifications, and so on.
Invite a supplier to your tenant
Adding suppliers to your tenant works much the same way as inviting a user to your tenant; you add their name and email address, and then the supplier receives an email to complete their registration.
To invite a new supplier:
Click Create supplier in the top-right corner.
The Create supplier window opens.
Enter the supplier’s name.
Note: The name cannot be more than 256 characters. You will see a message if you attempt to exceed this limit.(Optional) Enter the new supplier’s email.
Indicate if the supplier should also be created as a manufacturer.
Click Create.
If the supplier is not active in another tenant and you've entered an email address for them, they receive an Upchain invitation email and appear as Inactive. They must create a free Autodesk account to complete their registration. Once they've done this, they appear as Active and can be associated with an item in the Supplier tab in the item detail view.
If the supplier is active in another tenant or they are added without an email, they appear as Active as soon as you add them to your tenant.
View a supplier
The Suppliers in Administration > Users lists all suppliers that have been invited to your tenant. You can see details including their name, email, and status (whether they are Active or Inactive). You can view the Active and Inactive supplier lists using the tabs just above the list.
Edit an existing supplier's details
You can edit a supplier’s name, email address (if they do not have one), and status. To edit a supplier’s details:
- Select the supplier from the list.
- Click Edit.
- Update the desired fields.
- Click Save.