OneBoxBM - Help
Home Blog Contact OneBoxBM
Home Suppliers Managing Suppliers

Managing Suppliers

Learn how to manage your supplier list.

Manage your list of suppliers from within the supplier management area.

Key Points

When managing suppliers, the main points to be aware of are.

  • In order to view/manage supplier data, you must granted access to do so.
Step-by-step

See below for a step-by-step guide on creating a new supplier, updating an existing supplier and deleting a supplier.

Creating a new supplier
  1. Navigate to the 'Suppliers' area using the system menu.
  2. Click/press the 'New' button in the top left.
  3. Fill out the basic supplier details.
  4. Click/press 'Save & Close'.
Updating an existing supplier
  1. Navigate to the 'Suppliers' area using the system menu.
  2. Use the search to find the supplier that you wish to update.
  3. Click/press the 'Manage' button.
    • You can use the one in the right hand panel or the one in the list.
  4. Once the supplier record is loaded go to the 'Details' tab and click/press 'Edit'.
  5. Make the required changes.
  6. Click/press the 'Save & Close' button.
Deleting a supplier
  1. Navigate to the 'Suppliers' area using the system menu.
  2. Use the search to find the supplier that you wish to delete.
  3. Click/press the down arrow next to the 'Manage' button.
    • You can use the on in right hand panel or the one in the list.
  4. When prompted, click/press the 'Delete' button on the confirmation dialog.
Home Suppliers Managing Suppliers
All articles in 'Suppliers'
Suppliers Overview Managing Suppliers Managing Supplier Contacts Managing Supplier Locations Managing Supplier Comments Managing Supplier Documents Supplier Excel Export Managing Shared Supplier Documents Managing Supplier Boxes
All Categories
1
2
15
10
9
4
8
12
6
20
7
3
3
3
3
3
3
6
4
8