I cannot find my supplier's contact person. What should I do?

I cannot find my supplier's contact person. What should I do?

If you cannot find a contact person within the suppliers' list, follow the steps below.

Step 1: Hover your mouse over the General icon on the left-hand side of your screen.

Step 2: Click on Companies, your screen will look like the picture below, and select the company with which the contact person should be associated.

Step 3: Once on the company's page, go to the top right-hand corner of your screen and click on "Link contacts."

Step 4: If the contact person already has an account but is not linked to that specific company, you can find and select them in the "Add existing contacts" tab.

Step 5: If they don’t have an account yet, click on the "Create a new contact" tab and add their email address, name, and phone number.

Step 6: Don't forget to click on Create; if you want to add another contact, you can click on Create And Add Another.

After completing these steps, the contact should be available.

If you have any questions, please contact our Support team.