Edit Fleetwide Suppliers
Fleetwide suppliers can only be edited at a Fleet level and not within the vessel supplier's page. To edit a fleetwide supplier:
Go to the Fleet Management tab on your navigation bar.
Select which fleet you need to update the suppliers' details in.
Click on the Supplier from the Fleet Suppliers list
In the top right-hand corner, select ‘Edit Supplier’ from the menu options
Make any amendments to your Supplier, then select ‘Save Changes’. These edits will be updated across all the vessels in the fleet.
Remove Fleetwide Suppliers
When a supplier is removed from the Fleetwide Suppliers list, you will have the option to either delete it from all vessels if it has been unused or leave it on the vessels as a vessel supplier with the label 'Ex: Fleet' in the name.
A Fleetwide Supplier can be removed from the Supplier Details page at the Fleet Management level. To remove a Fleetwide supplier:
Go to the Fleet Management Tab on your navigation bar
Select which fleet you need to remove the Supplier from.
Select the Supplier from the Fleet Suppliers List
In the top right-hand corner, select ‘Remove Supplier’ from the menu option.
Then click Remove Supplier
Important: You will need to remove any bank details saved against the supplier before being able to delete the supplier from the Fleet level
Merge & Convert Suppliers
When a supplier is added at the Fleet level, it might have already been saved previously on a vessel level. If you notice a duplicate supplier on the vessel level, you can merge it into a Fleet Supplier. This means only the fleet supplier details will remain on the vessels. The original vessel supplier will be removed from the supplier list, and the attached transactions will be added to the fleet supplier.
To do this, follow the steps below
On the vessel, go to Suppliers
In the supplier list, click on the Fleet Supplier
Click on 'Supplier details' and then ‘Merge Supplier’. The dropdown box will show the vessel suppliers that can be merged into Fleet Supplier.
Only vessel suppliers with the same currency and existing transactions against them can be merged. If your vessel supplier has beneficiary details attached to it, you won't be able to merge it with your fleet supplier. Remove the bank details first, then merge the suppliers.
4. Once done, the vessel supplier will be removed, and all its transactions will be assigned to the Fleet Supplier.
Convert a Vessel Supplier to a Fleet Supplier
An existing Vessel Supplier can be converted to a Fleet Supplier.
In the Supplier Details of a Vessel Supplier, click on ‘Convert to Fleet Supplier’. This will promote the Vessel Supplier to the Fleet Level and will add it to all other vessels in the Fleet.
You will then be able to see the Supplier in Fleet Details and all vessels within the fleet.
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