In case you have multiple contacts for a supplier, the system automatically picks up all the supplier contacts and sends them an email.
Prerequisites
Necessary permission to edit/update the supplier details.
Step-by-Step Instructions
Access the Supplier Profile:
Log in to ProcureDesk and navigate to the supplier from the left menu. Open the supplier profile you wish to update.
Add a New Address:
Within the supplier profile, Go to Actions > click on Change Supplier and find the option to add a new address. This option is usually available under the "Supplier Address" section.
Enter Contact Information:
When adding a new address, input the contact details for the additional contact.
Set Address Type:
Ensure the "Address Type" is set to "Purchase" for the contact to be included in purchase-related communications.
Save Changes:
After entering the necessary information, save the changes. The system will now automatically include all added contacts in any email communications.
FAQs
Can I edit or remove contacts after they've been added?
Yes, you can edit or remove contacts at any time by accessing the supplier profile and making the necessary changes.
What if the supplier has contacts for different purposes, like billing and technical support?
You can add these contacts with the appropriate address type. The system will use the contact details as per the context of the communication.
How can I verify that the new contact is receiving communications?
You can check the email logs or confirm with the contact to ensure they are receiving the intended communications.