Adding A New Supplier

Topic:

Adding A New Supplier

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.

  1. Navigate to ‘Suppliers’
  2. Click the ‘No Relationship’ tab
  3. Type the Supplier name into the search box and click ‘Search’
  4. Click ‘Select Action’ on the right hand side of the Supplier Table
  5. Click ‘Edit’
  6. Tick the box of any utility/business type combination that this Supplier will quote for e.g. Gas Matrix, NHH Matrix, HH Matrix
  7. Tick the box for ’Standing Charge Commissions’ if the supplier accepts them
  8. Tick the ‘Accepts DocuSign’ box if the supplier accepts DocuSign (DS) contracts
  9. Click ‘Save’
  10. You will notice that the Supplier has moved from the ‘No Relationship’ tab to the’ Direct’ tab
  11. You can now receive quotes from this supplier