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Viewing and Managing Supplier Information
Who is this article for?Users who want to view, edit, or remove suppliers.
Manufacturer Userpermissions are required.
Manage Suppliers gives you everything you need to manage supplier records, whether you need to review the details stored for a supplier or delist a supplier you no longer work with. This guide will walk you through how to effectively edit your Supplier entries.
1. Manage Suppliers
To manage suppliers:
- Expand the Supplier Information menu.
- Click Manage Suppliers.
You will be taken to a new page with a table view of all supplier information, including custom columns.
By default, the filter will be set to A, displaying all suppliers whose names begin with that letter.
2. Filtering Results
There are a few options to filter the results displayed on the page.
Filter By Levels
To filter by levels, select the icon above the list. You will see a pop-up where you can select up to three levels to filter by.
Clicking Submit will refresh the page and display only the suppliers mapped to these levels.
Filter By Letter
To filter by letter, click any of the letter buttons above the list to refresh the list and view the records whose names begin with that letter.
Each button has a count underneath to indicate how many entries will be listed.
Looking for suppliers whose name starts with a number?
To view suppliers starting with a numerical or special character, click the Ot filter displayed on the far right of the letter row.
Search Bar
You can also use the search bar above the list to look up the record name but note that you will still need to select one of the letter filters to view the results.
3. Actions
To interact with a supplier record, click the icon at the far right of the row to access the actions available for it.
Supplier History
Clicking the Supplier History icon will take you to a separate page where you can view the supplier details (uneditable) and the actions performed against their entry.
To display specific events, use the toggles above the list to drilldown the results. Only one toggle can be active at one time.
Edit
Clicking the Edit icon will take you back to the details page where you can amend all fields as needed.
To keep your changes, click Save.
View
Clicking the View icon will take you back to the details page in read-only mode.
Delist
Clicking the Delist icon will bring up a pop-up modal where you can select the reason for removing the supplier from your list and choose whether you want to notify the manufacturer who created the entry,
To complete the delisting, click Submit. Delisted suppliers can be viewed on the Delisted Suppliers page.
4. Additional Options
There are a few other options you can interact with on this page.
Change Column Tiles
Lets you change the header titles for the three custom columns displayed in this view.
Add New Supplier
Takes you to a page where you can create a record for a new supplier.
Search Ideagen Supplier Management (Quartz)
Takes you to a page where you can perform lookups against chosen modules.
RA Outstanding
Takes you to a page where you can view all suppliers who have an outstanding risk assessment.
Downloads the full supplier list as a .pdf file.