Who is this article for?

Users who need to replace a Main Supplier Contact with a New Supplier Contact.

Manager Role

There may be certain situations where you may need to replace a Supplier Contact, such as when a Supplier Contact has left the company and must be replaced with a new Supplier Contact, or an Assessment was sent to the wrong Supplier Contact and must be replaced with a different Supplier Contact.

1. Navigating to the supplier

To edit a Supplier, navigate to:

1. Either the Suppliers tab in the Supply Chain Management module or the Supplier tab in Contacts in Master Data
2. Within the Suppliers tab, click on the name of the Supplier you wish to edit (the Supplier name will be in blue text, which indicates a link)

2. Accessing the supplier editing page

Within the Supplier overview page, there are two ways to access editing your Supplier:

1. View supplier details button
2. Actions > Edit buttons

Both of the buttons noted above will take you to the Supplier page where edits can be made and saved by clicking the Save button.

3. Replacing the supplier contact details

Important: When replacing an old or incorrect Supplier Contact, update the existing contact line with the new details rather than deleting and adding a new one. This ensures the new contact automatically becomes Responsible for any Assessment Programs or Records linked to the old contact, saving time and guaranteeing they receive all related Email Notifications and Alerts.

1. To replace an old or incorrect Supplier Contact on the Supplier page, scroll to the Supplier Contacts section and update the details with the new contact information.

Note: For further explanation on each of the fields of the Supplier Contact, see here.

4. Saving the changes

After completing the changes to the Supplier Contacts, scroll to the bottom of the Supplier page and click the Save button to save the changes.

Note: It is very important to click the Save button, otherwise the changes will not be made.

Here’s how saving or discarding changes on a Supplier works:

1. Make a change on the Supplier page.

2. The Reason for Change screen is displayed.

3. Enter the reason for the change.

4. Click Confirm to save the changes.

5. The system returns you to the Suppliers tab within Contacts.

6. The change is recorded in the Audit Log.

7. To view the record, open the Actions menu and select Audit Log.

8. If you do not want to save any changes, click Cancel to exit the Supplier page and discard your edits.