Overview
TraceGains customers must send a connection request to their suppliers for documents to begin flowing.
Connection Status Key
The Suppliers tab allows you to filter suppliers by connection status. The following list is a guide to what each icon and status represents:
Steps to Connect Suppliers and Their Items
Step 1: Go to the Suppliers tab and filter the 'Connect' column by selecting 'Potential'. Then, click "Filter."
Step 2: Select the Potential Connection icon for the desired connection request recipient. This action will yield a menu with a list of available suppliers. Use the 'Search New Connection' tab to filter the list.
Step 3: Select the desired tile in the suppliers list.
Step 4: Identify and select the correct supplier location to connect to.
Step 5: Set the Access Role and mark the Activate Account and Enable Notifications checkboxes.
Step 6: Click Connect.
Suggest a Supplier Location
If the supplier has not entered all of their locations into their supplier group and you need to connect to a location that is not listed, you can suggest a new location.
Important: You must first create a new supplier before you can suggest a new location. Once the supplier has been created, the Suggest Location hyperlink appears in the Connect to Supplier Group panel.
Step 1: Click the Suggest Location link at lower left of the Connect to Supplier Group panel.
Step 2: Enter all the info you can in the Suggest Plant / Location panel.
Step 3: Click Save to send the Suggested Connection Request to the supplier.