Supplier Contacts
The Contacts Tab provides a centralized directory of all individuals associated with the supplier. This view is designed to help your team quickly identify and reach out to specific departments or representatives, such as account managers, sales agents, or logistics coordinators.
The Contacts List acts as a primary dashboard where you can see all registered personnel at a glance. To expand your directory, click the Add New button, which opens the entry form to capture a new representative’s details.
Contact List Columns
The following information is displayed for every contact record to facilitate quick identification:
- Full Name: The complete name of the contact person, combining their first and last name for easy recognition.
- Reference: A mandatory internal identifier or nickname used to distinguish this contact across different modules of the system.
- Phone: The primary direct-dial or mobile number used for urgent communication or voice calls.
- Second Phone: A backup contact number to ensure the representative can be reached if the primary line is unavailable.
- Email: The professional email address where digital purchase orders, payment advice, and formal inquiries are sent.
- Action Icons: Located at the end of each row, these allow you to Edit (Pencil Icon) to update existing contact details or Delete (Red X) to remove a contact who is no longer with the supplier.
Contact Data (Add/Edit Form)
When creating a new contact or modifying an existing one, the system organizes the data into two primary columns:
- First Name: The given name of the individual.
- Last Name: The family name of the individual.
- Reference: A required short-hand code or unique ID for the contact.
- Phone & Secondary Phone Number: The primary and secondary telecommunication links for the individual.
- Fax Number: The recorded fax line, if the supplier still utilizes this for document transmission.
- E-mail: The verified electronic mail address for this specific contact.
- Contact active for: A mandatory field used to define the contact's area of responsibility (e.g., "Billing" or "Technical Support").
- General Notes: A brief description of the person's role or seniority level.
- Language: The preferred language for this specific contact, which defaults to the supplier's system-wide setting.
- Notes: A free-text area for capturing specific details such as office hours, preferred contact times, or specific instructions.
Administrative Actions
Manage the lifecycle of the contact record using these buttons:
- Add: Saves the current entry and updates the contact list immediately.
- Cancel: Discards any unsaved input and returns you to the main table view without making changes.