Adding Preferred Suppliers

Under the Suppliers tab you have the possibility to add suppliers you want your employees to use online.

To do so simply click on the “Add Supplier” button. There, enter the supplier e-shop address you want your employees to go to, give the supplier a name and add one or more categories to easily categorize your suppliers. To learn more about categories click here.

The categorization of suppliers will allow you to instantly make the suppliers added into the browser extension accessible by all your online users. 

All the suppliers you wish your employees to use are also visible on the suppliers table on your Suppliers tab in Controls. Use the search to find a supplier you may be looking for. To edit or delete them click on the action button.

Shall you have negotiated contracts with suppliers, accessing these will require the use of a Single Sign On solution. This will in turn automatically sign in the users that visit the supplier site and have them access to the selection and prices you have with that supplier.

The actions above will simply allow you to guide your online employees to use preferred suppliers but not enforce their use.

If you want to enforce the use of the suppliers and restrict the usage of suppliers outside that list, click on the wheel icon at the top right to enable the suppliers control. In doing so any card request for suppliers that fall outside that list will require an approval as set by your workflow.

In the same settings area you can select a specific supplier approver. This person will be triggered to review the use of non approved suppliers and participate in the workflow.

To learn more about the workflow click here.