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How to enable users to add a new supplier to requests?
How to enable users to add a new supplier to requests?

Allow users to add new suppliers on requests by enabling this feature.

Updated over a week ago

Prerequisites

Before you begin, make sure:

  • You have admin access to your account.

Step-by-Step Instructions

Step 1: Access Admin and Configurations

  • Log in to your account and switch to the 'Admin' role.

  • In the Admin section, locate General Settings on the left menu and click on "Configurations"

Step 2: Enable Supplier Addition

  • Within the 'Configurations' section > Company Setting > 'Request & Quote'.

  • Ensure the option "Allow Add Supplier" is checked. This setting enables users to add new suppliers to the requests.

Step 3: Manage Privileges

  • Navigate to "Configurations" section > Manage Privileges.

  • Edit (click on the pen icon) the existing privilege you want to update permissions for creating new suppliers. For example, if the users are creating requests then edit the "Requestor" privilege.

  • Check the Create privilege under "Suppliers" and update privilege.

FAQs & Troubleshooting

  1. Can I restrict who can add new suppliers?

  • Yes, users can be restricted from creating new suppliers by ensuring they don't have the "Create" supplier privilege.

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