Create a supplier

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Suppliers allow the registration of third parties who may be involved in the execution of maintenance work.

To create a new supplier:

  1. Go to Entities > Suppliers .
  1. Select Create .
  1. Complete the required information.
  1. Save the record.

💡 If you need to register multiple suppliers in bulk, consult the General Import Guide

[IMAGE: Entities > Suppliers > Create screen showing the available fields]

Complete the supplier's details

Guy

Select the appropriate supplier type.

This data allows you to group suppliers with similar characteristics.

If the required type does not yet exist, create it from:

  • Quick access is available in the Type field.
  • Settings > Parameters > Create , selecting Provider Type in Parameter Type .

Name

Complete the name, description, company name or designation that allows the supplier to be identified.

Once created, the provider becomes available for use in functionalities that require the participation of third parties, such as external tasks.

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