Supplier

A Supplier View contains detailed information about the supplier.

Info

High level info about the supplier.

Documents

Upload documents to the supplier such as pricing sheets etc…. These documents are also visible on the edit PO form.

Notes

Save various notes about the supplier

Contacts

Manage and create contacts for the supplier. These contacts are used to send purchase orders. Some suppliers come with Global Contacts which cannot be edited.

Address

Associate address with the supplier

Accounting

Additional information related to terms, rebates and other accounting related information.

PromoStandards

Add your PromoStandards credentials used to submit purchase orders and check order and shipping status.

Request Credentials

1. Navigate to https://tools.promostandards.org/standards/endpoints

2. Find the supplier who you would like to obtain PromoStandards credentials from.

3. Select the Key icon associated with one of their Order Status or Order Shipment Notification endpoints.

   

4. Fill out the Request Authentication Credentials form.

You should receive an email confirmation of your request. Shortly after the supplier should provide you with a your PromoStandards username and password.

Add Credentials

1. Navigate to the suppliers list.

2. Select the supplier you would like to add your PromoStandards credentials to.

3. Select Account then enter your PromoStandards ID and PromoStandards Password.

   

4. Select Save.