Suppliers
- administrator
- Suppliers
- access control
- importing
- supplier contracts
- import suppliers
Configuration > Suppliers
Related Guides:
| Field | Type | Description |
| Show Supplier Updates to End-User | Checkbox | When checked, if a Supplier updates a ticket, this will be visible to both the Agents and the End-Users (via the portal) associated with the Ticket. |
| Contract is mandatory when logging to supplier | Checkbox | When checked, a Supplier Contract must be associated to a ticket before that ticket can use an Action with the system use "Log to Supplier". |
| Supplier Permission Type | Single Select | The selection made here will determine how the access that Agents have to the Suppliers areas (Contracts and Suppliers themselves) is granted. For example if set to "Use access control for Suppliers and Supplier Contracts." then agents will only have access to the supplier if they are added into the access control section (In the Top Bar) of the supplier. |
| Show a widget with Supplier information when hovering over a Supplier Field on an Action | Checkbox | When enabled a widget containing the Suppliers contact information will show when hovering over the Supplier field on an action. From v2.248+ this widget will also contain the supplier's address (if set). |
| Unique identifier for Suppliers | Single Select | For importing, the field selected here will be used to match any imports to their currently existing Supplier. Should none be found, a new Supplier will be created. |
| Import Suppliers | Button | This will open up the menu for importing Suppliers. This can be done via a .XLSX or .CSV file, and these must follow the correct format. An example of which can be found with the download link atop the menu. Checkout this guide on Importing Data |
| Default List | Single Select | Here you can set the default list used when viewing suppliers. |
Supplier Default Column Profile | Single Select | Here you can set the default column profile used when viewing suppliers. This can be overridden in agent preferences. |
Use a table view with the default Column Profile when searching for Suppliers | Checkbox | When checked, a table view will used when searching suppliers rather than a list view. Allowing you to customise the supplier details seen in the search. The column profile used for the table view can be set above using 'Supplier Default Column Profile'. |