When needing to add a new supplier to ISE you will go into any open estimate or repair order and click on Quickparts, Then, you will select settings on the top left.
The next screen will require you to enter in your credentials. Your username may auto populate.
Once you are logged in you will select "Configure".
From this page you will create your supplier requests by selecting "Create supplier request".
A drop-down menu will appear, and you can select the supplier you would like to add. If the supplier you are trying to add is not in the drop-down menu, then choose "None or not listed".
Note: If "None or not listed" is chosen it will require supplier name, Account # at supplier, contact name, phone number and address.
Once you select your supplier you will be prompted for the "Acct # at the supplier" as well as an optional Note to supplier field.
If you click on the "+" next to contact information you have the option to add supplier address and phone number.
Note: Some suppliers will require that you enter the physical address of your supplier. (Example: Napa and Advance)
After you fill out all required fields you will click on "Send Request to Supplier" button. Requests are sent to the supplier immediately, although each supplier has their own process of handling the setup in their systems.
When the supplier approves and completes the request it will be shown in the supplier dropdown list.
