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On this page
  • Header Section
  • Input Fields Section
  • Action Buttons Section
  • Key Functionalities
  • Mini Workflow Example
  • Conclusion
  1. Data Hub
  2. ADMINISTRATION
  3. Configuration
  4. Attributes
  5. Suppliers
  6. Suppliers List View

Create New Supplier

The Create New Supplier window allows users to add suppliers with site, name, optional details, notes, and save or cancel actions.

PreviousSuppliers List ViewNextSuppliers Manage View

Last updated 4 months ago

The Create New Supplier window enables users to add new suppliers by selecting a site, entering a mandatory supplier name, and providing optional details like contact information, address, and notes. The rich text editor allows for detailed notes with formatting options. Clear action buttons ensure efficient saving or cancelling, making the interface user-friendly and comprehensive for supplier management.

Header Section

Element
Description

Title

Displays "Create New Supplier", indicating the purpose of the form.

Input Fields Section

The form contains mandatory and optional fields, allowing users to provide complete supplier information.

Field
Description

Site *

A required dropdown menu to select the site associated with the supplier.

Supplier Name *

A mandatory text field for entering the supplier's name.

Contact Name

An optional field to specify the contact person's name for the supplier.

Phone

An optional field to add the supplier's contact number.

Email Address

An optional field to specify the supplier’s email address.

Web Address

An optional field for entering the supplier’s website URL.

Address

An optional field to provide the supplier’s physical address.

Notes

A rich text editor to add detailed notes about the supplier, including formatting options (e.g., bold, bullets).

Note : Fields marked with an asterisk (*) are mandatory and must be completed before saving.

Action Buttons Section

Button
Description

Create

Saves the supplier information and adds it to the system.

Cancel

Discards the input and exits the form without saving.

Note : The close icon (X) in the top-right corner also allows users to exit without saving changes.

Key Functionalities

Feature
Description

Mandatory Fields

Ensures the site and supplier name are captured before saving the entry.

Rich Text Notes

Allows users to provide detailed information with formatting for better clarity.

Optional Fields

Offers flexibility to add additional supplier details, such as phone and web address.

Clear Actions

Provides intuitive buttons to save or cancel the entry process.

Mini Workflow Example

  1. Open the Create New Supplier view.

  2. Select the Site from the dropdown menu.

  3. Enter the Supplier Name (required).

  4. Fill in additional details such as Contact Name, Phone, Email, Web Address, Address, and Notes (optional).

  5. Click Create to save the supplier or Cancel to exit without saving.

Conclusion

The Create New Supplier view simplifies the process of adding suppliers by providing a structured and user-friendly form. Mandatory fields ensure critical information is captured, while optional fields and a rich text editor allow for detailed and flexible data entry. Clear action buttons streamline saving or cancelling changes, ensuring efficient supplier management.

Create New Supplier