This is a web-only feature and cannot be completed on the mobile app. It is only accessible by Administrators.


Overview

To allow your users to utilize the Call A Supplier feature on the mobile app, specific suppliers must be set for this feature.



How to Edit Your Call a Supplier List


Step 1: Navigate to your Company Settings

  • Select Company Settings > Suppliers from the left navigation bar.


Step 2: Find the Supplier

  • Use the search bar to locate the supplier by name.

  • Click the supplier’s name to add them to your list.


Step 3: Add a New Supplier (If Necessary)

  • If the supplier is not found in the database:

    • Click "Not Here? Create New" under the search bar.

    • Fill in the supplier's details and create a new supplier.


Step 4: Select a Sales Representative

  • Choose your company's preferred sales representative(s) from the available list.

  • If necessary, add a new sales representative.


Step 5: Finalize

  • Once added, the supplier will be immediately available in Call a Supplier.


Need help?

There are three ways to reach our Customer Support team: