Skip to main content
Version: 3.1

How to add a supplier

Overview​

This flow describes how to add a supplier in Care. After you add the supplier, you can select it on a request order and on a delivery order.

Pre-requisites​

  • You have access to the Admin area of Care.
  • The supplier is not in the supplier list already. Two suppliers cannot have the same name.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can View OrganizationsSee the supplier list.
Can Create OrganizationsAdd a supplier.

Steps​

1. Open the supplier list​

Go to Admin. Select Organizations in the side menu, then select Suppliers. Care shows the list of suppliers with the description "Manage your product suppliers and vendor organizations".

2. Open the supplier form​

Select Add Organization. Care opens the Create Department/Team panel.

3. Enter the supplier details​

ComponentsWhat it captures
NameThe name of the supplier. This field is mandatory.
DescriptionShort free text about the supplier. This field is optional.

4. Save the supplier​

Select Create Organization. Care closes the panel and shows the message "Organization created successfully".

Expected Outcome​

  • Care adds the supplier to the supplier list.
  • The supplier is available in the supplier selector on a request order and on a delivery order.

Concepts:

Flows: