Add a manufacturer from the user's menu

Tenant Administrators may add new manufacturers to a tenant. This topic describes how to perform the following tasks from the Manufacturer's section of the Profile menu:

• Add a manufacturer's information
• Add locations for a manufacturer and tag one as 'primary'
• Add contacts for a manufacturer and tag one contact as 'primary'

All other users may view manufacturer information in this area of Upchain web.

To edit an existing manufacturer's information refer to this topic. See Manufacturers: Get started.

Add a manufacturer's information

1. Click the chevron () next to your profile icon to access the user's menu and select Manufacturers.

2. On the Manufacturers page, click Create manufacturer.

3. In the Create manufacturer dialog, enter information about the manufacturer. Required information is noted with an asterix (*).

   Note: If the 'Name' field is left blank, the manufacturer will have the same name entered in the 'Parent manufacturer' field.

4. Click Create.

   Upchain shows a confirmation message.

The newly created manufacturer is added to the table in alphabetical order and each new manufacturer gets their own unique manufacturer’s ID.

The following table briefly describes each field in the Create manufacturer window and the maximum permitted character length.

_{*If the 'Name' field is empty, then the 'Name' field adopts the parent manufacturer's name.}

Add locations for a manufacturer and flag one as 'primary'

1. Click the chevron () next to your profile icon to access the user's menu and select Manufacturers.

2. On the Manufacturers page, select the manufacturer's name for which you want to add a location.

3. Select the Locations () tab.

4. Click Create location .

5. In the Create location dialog, enter the required fields. Required fields are marked with an asteric (*).

6. (Optional) Select Is primary to set this location as their primary location.

   Note: Only one location may be flagged as 'primary'.

7. Click Create.

Repeat these steps for each new location.

The following table briefly describes each field in the Create location window and the maximum permitted character length for each field (* indicates required fields).

Add contacts for a manufacturer and flag one contact as 'primary'

1. Click the chevron () next to your profile icon to access the user's menu and select Manufacturers.

2. On the Manufacturers page, select the manufacturer's name for which you want to add contact information.

3. Select the Contacts () tab.

4. Click Create contact.

5. In the Create contact dialog enter the required information about the point of contact. Required fields are marked with an asteric (*).

   Note: The entry in the '*Location' field should match the 'Name' of an existing location for the manufacturer.

6. (Optional) Select Is primary to set this contact as their primary contact.

7. Click Create .

Repeat these steps for each new contact.

The following table briefly describes each field in the Create contact window and the maximum permitted character length for each field (* indicates required fields).