Objective
Adding a contact to a supplier organization, so they can be selected for orders, and receive material-related communication from Trimble Materials.
Background
This article may have taught you how to create a supplier company already. Now it’s time to add contacts to this organization. Contacts can receive email and chat communications from Trimble Materials to ensure that they are kept in the loop to best accommodate your material needs.
Things to Consider
Admin Permissions
Admin Permissions are required to create new supplier contacts
To import a list of Supplier Contacts, read this article
Adding a Supplier Contact
Click on 'Supplier Contacts' from the menu bar on the left hand side
Click on the '+' sign next to 'Suppliers' on the top left of the screen o 'Add New Supplier'
Click ‘Add Supplier’.
Select the Supplier 'Organization' under 'Company' that this contact is associated to
Enter the user-specific information
Email where Trimble Materials communication will be sent
First and Last Name
Phone Number
Whether this contact is active for Orders/RFQs (vs. an accounting contact)
Auto CC on orders allows this contact to be automatically copied on all order when the selected Supplier 'Organization' is chosen during order creation.
Click ‘Add Contact’
Questions?
Contact Support:
Live Chat with Support through Trimble Materials:
Click on ‘Talk to Support’ on the left side of your screen.
Email Support:
Call Support:
(512) 222-3716