1. Navigate to Contacts

1.1.  Go to “Administration” on the menu bar, then select “Contacts” and then “Contacts”

2. Create a new Contact

2.1. Click “New”

2.2. Fill in all the required fields.Any field in bold text is required and non-bold text is optional.

2.2.1. Code: This Code can match the Supplier Code or Name to make it easier to find and matchup with the Supplier. It must be unique and can be up to 20 characters.

2.2.2. Surname: Drop-down box selection of Surnames for the Contact

2.2.3. First Name: Contact’s FirstName

2.2.4. Middle Initial: Contact’s MiddleInitial (if Contact has/uses one)

2.2.5. Last name: Contact’s Last Name

2.2.6. Display Name: How the Contact will show in the System and on printed documents

2.2.7. Contact Category: Drop-down box selection of whether the Contact is anInternal Contact, ExternalContact or neither.

2.2.8. Title: Contact’s Title

2.2.9. Position: Contact’s Position

2.2.10. Office: Contact’s Office Phone Number

2.2.11. Fax: Contact’s Fax Number

2.2.12. Cell: Contact’s Cell Phone Number

2.2.13. Toll: Contact’s Toll-Free Phone Number

2.2.14. Email: This is the email address(es) to send PurchaseOrders and Bids to. Multipleemails can be added byseparating with a semicolon ( ; ) with no spaces.

2.2.15.  IM Profile: Used with an interface for Instant Messaging

2.2.16.  Notes: Any additional information available about the Contact

2.3.  Click “New.”