6. Suppliers

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#6. Suppliers

Suppliers can be created in IRIS. This way you can link suppliers to issues. This way, they can easily be kept informed about the handling of their issues when needed.

#6.1 Overview

  1. Click on '' Suppliers '' on the left side of the screen.

  2. The suppliers are shown in a list view.

#6.1.1 Search for a supplier

  1. Use the search bar to find the supplier.

#6.2 Add new suppliers to the system

  1. Click on '' New supplier '' .

  2. Give the new supplier a description.

  3. Enter the name and address data.

  4. Click on '' Save '' .

#6.3 Make changes

After creating a supplier you will immediately see an overview. If so you can skip step one.

  1. Click on the line of the supplier that you want to change.

  2. Click on the '' Plus '' sign to add a new contact person / supplier user.

  3. Enter the details.

  4. Click on '' Save ''

  5. The information is saved automatically

#6 .4 Editing info

The name and address details can be changed or supplemented in the info field.

  1. Click on '' Edit '' at the top right of the screen.

  2. Enter the details.

  3. Click on '' Save ''

  4. The supplier data can also be deleted here by using the adjacent button: delete .

→ Please note: If this is accidentally clicked on, there is no problem yet. There must always be an additional confirmation in the form of a pop-up.

#6.5 Supplier users

You can also give customers access to the IRIS environment. With roles and rights you can limit their insight in issues regarding your own company.

  1. Click on the '' Plus '' sign to add a new Supplier user.

  2. A pop-up appears with a list of IRIS users. The relevant person must be selected here.