Search Knowledge Base Articles

Create Vendor's Contact

Purchase Management BuildX



To create a new contact: 

  • Step 1.  Go to the Purchase module in the left sidebar and select Vendor menu
  • Step 2. Move the mouse to the vendor that needs to add the contact and click Contacts 
    1.png
    Or Go to vendor detail -> select Contacts menu -> Click New Contact menu 
    2.png

  • Step 3. Enter the First Name, Last Name, Email and Password 
    3.png
    Email is unique
    Check "Primary Contact" to make this contact the primary contact. This contact can see Profile Company and edit it. Opposite, If disable this option, this contact can't see Profile Company and edit it. Each vendor has only a primary contact. 

 

Did you find this article useful?

Related Articles

  • Purchase Option Setting

    Purchase Management BuildX Step 1.  Go to Settings menu under Purcha...

  • Unit Setting

    Purchase Management BuildX Add New Units  To add a new unit to your organization: S...

  • Commodity Group Setting

    Purchase Management BuildX This data will be used for the Commodity Group combo box Add New...

  • Sub Groups Setting

    Purchase Management BuildX This data will be used for the Sub Group combo box in Add/Edit Item page...

  • Approval Setting

    Purchase Management BuildX Create approval workflows for types: Purchase request, Purchase Or...