Summary
You can add a new supplier record to your suppliers tab using two different methods: automatically, from the TraceGains Gather®, or manually, from within the product.
OPTION 1 - Add a Supplier from TraceGains Gather®
Adding a supplier already in the TraceGains Network is the fastest way + automatically sends a connection request from Supplier Management.
Step 1: From the Suppliers Tab select 'New', then select 'Supplier from TraceGains Gather®'.
Step 2: Select the desired supplier from the list.
Step 3: Choose the correct location, pick an Access Role, and make sure the 'Activate Account' box is checked.
Step 4: Click 'Create New' and you'll go into a TraceStation page. Verify that any data already filled in by the system is correct. If you have more data to add, do it now.
You can add as much data as you'd like, but at minimum add Supplier ID, Supplier Name, Group, and Contact 1 Email.
Step 5: Click Save.
OPTION 2 - Manually Add a Supplier
Use this option when:
- A supplier is not in the TG Network or
- You are not a Supplier Management (SM) user
Step 1: From the Suppliers Tab click 'New', then select 'Supplier'.
Step 2: Enter all supplier + internal information on the supplier TraceStation page.
- You can add as much data as you'd like, but at minimum, include Supplier ID, Supplier Name, Group, and Contact 1 Email.
Step 3: Click Save.
Please refer to this article to configure document requirements for your new supplier and/or item.