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Attach a User to a Supplier

Distributor steps for attaching a user (supplier contact) to a supplier in Encompass through the Suppliers Users subtable, including adding a new user record. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to attach a user to a supplier
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1. Using Universal Search, navigate to the Suppliers table
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2. Apply filters to the Supplier's table column header to find the Supplier
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3. Click Sub Tables and select Suppliers Users from the menu
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4. Click the Add Suppliers Users button in the subtable
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5. Enter the name of the User you want to add
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6. If the User does not yet have a record in the system, click the Add Related Record button to create a new User to add to the Supplier
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7. Click Add Record when complete
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Best Practices

  • Ensure the corresponding User record is as complete as possible before attaching it to a Supplier. (Full name, phone, email, etc.)
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  • There is no limit to the number of Users you can attach to a Supplier. If you have multiple contacts at that company, add them all.

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