On the supplier list, click on the View button beside the supplier you want to update the settings for. 

1. Updating the Supplier Type/Sub-Type for a Supplier:

a)Go to the Associated Sites tab of the company profile.

b) Click on the Update Associated Site button beside the associated site. 

c) The associated site details will open, from here you’ll be able to update the supplier type and sub type by selecting the relevant options.

d)Click on Save Associated Site at the bottom of the page.


2. Updating ‘Supplied Vias’ for a Supplier:


a) Go to the Associated Sites tab of the company profile.

b) Click on the Update Associated Site button beside the associated site. 


c) The associated site details will open, from here you’ll be able to update the supplied via supplier by selecting them from the dropdown list and clicking on Add (the supplier needs to already exist in your supplier list).


d) Click on Save Associated Site at the bottom of the page.


3. Updating Technical/Commercial Managers:

a) Go to the Associated Sites tab of the company profile.


b) Click on the Update Associated Site button beside the associated site. 

c) The associated site details will open, from here you’ll be able to update the commercial/technical managers by selecting them from the dropdown list and clicking on Add. When editing the individual site, you would always select ‘Lead Contact - No’ as lead contacts are only set against the Group associated site.

d) Click on Save Associated Site at the bottom of the page.



4. Updating Supplier Technical/Commercial Contacts:

a) Go to the Associated Sites tab of the company profile.

b) Click on the Update Associated Site button beside the associated site. 

c) The associated site details will open, from here you’ll be able to update the commercial/technical contacts by selecting them from the dropdown lists. This sets this contact as default for sending questionnaires etc. (default contacts can be changed if necessary). 

d) Click on Save Associated Site at the bottom of the page.


5. Delisting a Supplier:

a) Go to the Associated Sites tab of the company profile.

b) Click on the Update Associated Site button beside the associated site.


c) The associated site details will open, scroll down to the bottom of the page and click on the Delist Associated Site button.

d) A pop-up window will open, select the checkboxes to stop automatic reminders going to suppliers about questionnaires etc.

e) Click on Delist Associated Site and the supplier will be delisted but they can be re-activated again at a later stage if required, from the same update associated site page.