Learn how to setup a new supplier
Review the video together with the steps outlined below, then use the button provided to continue to the next topic.
- Navigate to ‘Suppliers’
- Click the ‘No Relationship’ tab
- Type the Supplier name into the search box and click ‘Search’
- Click ‘Select Action’ on the right hand side of the Supplier Table
- Click ‘Edit’
- Tick the box of any utility/business type combination that this Supplier will quote for e.g. Gas Matrix, NHH Matrix, HH Matrix
- Tick the box for ’Standing Charge Commissions’ if the supplier accepts them
- Tick the ‘Accepts DocuSign’ box if the supplier accepts DocuSign (DS) contracts
- Click ‘Save’
- You will notice that the Supplier has moved from the ‘No Relationship’ tab to the’ Direct’ tab
- You can now receive quotes from this supplier