This guide shows you how to add a new supplier to ChemCloud so you can track their products and approvals.
Add a supplier
Navigate to Suppliers from the main menu
Click Add Supplier
Enter the supplier's Company Name
Select the Delivery Terms (whether they deliver or provide CIF pricing)
Add your Primary Contact details (typically your account manager)
Click Save
Field descriptions
Field | What to enter | Why it matters |
Company Name | The supplier's official company name | Identifies the supplier across all records |
Delivery Terms | Delivery or CIF | Affects how shipping costs are calculated |
Primary Contact - First Name | Contact's first name | Used for document and sample requests |
Primary Contact - Last Name | Contact's last name | Used for document and sample requests |
Primary Contact - Email | Contact's email address | Where ChemCloud sends request emails |
Why primary contact matters
The primary contact email is used when you:
Request documents from the supplier
Request samples from the supplier
Send other automated communications
Make sure this is someone who can respond to these requests - typically your account manager or sales contact at the supplier.
Add multiple contacts
You can add multiple contacts for a supplier and control which types of emails each person receives.
Open the supplier record
Go to the Contacts section
Click Add Contact
Enter the contact's details (first name, last name, email)
Select the Email Types they should receive
Click Save
Email type settings
Tailor which emails each contact receives based on their role:
Email Type | Best for |
Order related emails | Customer service or sales team |
Document related emails | QA or technical team |
Sample requests | Sales or product specialists |
This ensures the right people at your supplier receive the right requests, improving response times.
What's next?
After adding a supplier:
Add the supplier's products to track what they offer
Create approved material records to link their products to your raw materials