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Managing Supplier Locations

Learn how to manage your suppliers locations from within OneBoxBM.

Manage your suppliers list of locations from within their supplier record.

Key Points

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

  • Each supplier can have multiple locations.
  • In order to view/manage supplier locations, you must granted access to do so.
Step-by-step

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

Creating a new supplier location
  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 has loaded, go to the 'Locations' tab and click/press 'New'.
  5. Enter the first line of the address.
  6. Enter any other details.
  7. Click/press the 'Save & Close' button.
Updating an existing supplier location
  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 has loaded, go to the 'Locations' tab and find the location you wish to update.
  5. Click/press the down arrow next to the 'View' button and select 'Edit'.
    • Alternatively, you can also click/press 'View' then open the editor from there.
  6. Make the required changes.
  7. Click/press the 'Save & Close' button.
Deleting a supplier location
  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 has loaded, go to the 'Locations' tab and find the location you wish to delete.
  5. Click/press the down arrow next to the 'View' button and select 'Delete'.
  6. When prompted click/press the 'Delete' button on the confirmation dialog.
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