Supplier Organisations

Create and manage your information and access for external suppliers and contractors.

Create a New Supplier organisation:

1. From your fleet home page, select the star "Supplier" icon from the left-hand menu.

2. Select "+ Add a Supplier" from the right hand menu.

3. Use the tabs across the top of the pop-up window to enter the key details:

   1. Name (the name of the suppliers organisation)

   2. Supplier tags (this option will only appear if you have created some tags in your supplier tag library. See Supplier Tags for more information).

   3. Contact details, Numbers, and other notes

   4. Staff (these are supplier members. You can only add members to a supplier that have already been added to your supplier member pool. See Supplier Members for more information).

   5. Asset Groups (select the group you want the supplier members to have access to).

   6. Click "Save New Supplier".

Edit an existing Supplier

Simply click in their tile and use the tabs as above. Remember to hit "Update Supplier" when your done!