Summary
Supplier Administration lists every supplier with rep info, processing emails, terms, and status. Open a supplier to see its details, general and AP notes, and the active account connections that tie the supplier to specific buyer accounts (with sold-to/ship-to and punchout info).
Before you start
- Required role: Admin
Steps
- Go to Suppliers (
/suppliers.cfm?supplier_view=1). _(Columns: ID, Supplier, Rep Info, Process Emails, Terms, Status, Edit, Delete)_ - Click a supplier to open Supplier Details.
- Review or add Supplier Notes (general and AP) and check Active Supplier Account Connections — each shows Account #, Account Company, Sold To, Ship To, Show Catalog, and Punchout Info.
- Use Edit to change rep info, terms, processing emails, or status; Save Changes to apply.
What success looks like
The supplier's details, notes, and account connections reflect your edits, and the supplier's status (Active/Inactive) is correct in the list.
Gotchas / troubleshooting
- "Process Emails" controls which inbound supplier emails the platform acts on — confirm before enabling.
- Account connections drive which buyer accounts can see a supplier's catalog and use its punchout; missing connections are a common reason a buyer can't see expected products.
Related
- Manage upstream routes (EDI vs non-EDI)
- View supplier efficiency