To get to this page, select Companies > Call Supplier Direct List from the left drawer.  

You can also get here from the Company Overview page by selecting the edit icon next to Call Supplier Direct List.


This page lists suppliers for use in Get Quotes, Call a Supplier, and Manual POs.

 

  • Users can only use our Call a Supplier feature for suppliers on this list.
     
  • This list populates your favourite suppliers in the Get Quotes feature.
    If the supplier your user needs isn't on this list, they can invite them to quote by adding their email - or they may ask you to add them here.
     
  • This list makes these suppliers selectable in the Manual PO form.
    If the supplier your user needs isn't on this list, they can manually enter one by adding their address and contact information.

 

 

Common tasks on this page:

  • Search & Add new supplier
     
  • Create a new supplier for this list
     
  • Remove a supplier from this list

 

 

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Roles and Purchasing Limits