Adding & approving new suppliers

Add a new supplier

A new supplier can be added in SupplierHub or the New PO Request page.  Compulsory supplier information is fixed in SupplierHub Settings in SetupApps.

In the SupplierHub, add a new supplier at Add Supplier. 

In New PO Request page add the new supplier:

- to the empty cell under Name in the Supplier Details box;

- input all the supplier details and hit submit.  Those fields with an orange surround are compulsory.

The supplier will automatically be included in the Supplier List in SupplierHub.

Approving a new supplier

To automatically approve a New Supplier prior to raising a PO for that supplier, say yes to Auto Approve New Suppliers in SetupApps SupplierHub Settings.

Approval of a new supplier is based on the default (home) department of the requestor. The approvers are assigned in SetupHub under User Management, Assign Users to > Roles > Assign Supplier Approvers to Departments.

If a new supplier is added, and Auto Approve New Suppliers is turned off, all approvers will receive an email and any one of them can approve.  Once the Supplier is approved, you can then continue with raising the PO.