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Creating a default contact

 

Prerequisites

  • Access to the File > Supplier (SL001) menu.
  • Previously created supplier.

 

Introduction

The default contact refers to the person regularly assigned as the communicator between an organization and its supplier.

Let's suppose company X, to simplify communication and ensure a good business relationship, establishes a default contact with supplier Y. To understand this process, see the steps below:

 

Creating a default contact

1. Access the File > Supplier (SL001) menu.

2. Select the desired supplier.

3. Click on the button.

4. Access the Contact tab.

5. Click on the arrow next to the button and select the Add contact option.

6. Fill in the Contact and E-mail fields.

7. Enable the Use as default field. 

8. Click on the button to save the contact.

Only one contact can be selected as default. Thus, when a contact is made the default one, another contact selected before will be automatically disabled.

 

 

Conclusion

You have now learned how to successfully create a default contact in the system. After creating it, it is possible to execute the survey for evaluation.


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