Manage Vendor Contacts

Once you have added vendors and contacts, you can manage your contacts by editing their details, deleting the contact, or re-assigning the contact to a different vendor.

To learn how to add a contact, visit our Import Contacts & Vendors help guide.

Manage Contacts

To manage a contact, first find and select them from the Contacts tab or from a vendor's profile. Once you select the contact, you can take the following actions:

• Edit Contact Details: Simply edit the contact's information directly on their profile page.
• Add to an RFQ: Select the Add to RFQ button, then choose an existing RFQ from the list to add the contact as a recipient.
• Delete a Contact: Select the more menu and then choose Delete Contact. This will permanently remove the contact from the vendor and Purchaser.

Move a Contact to a Different Vendor

If a contact has moved to a new company or was assigned to the wrong vendor, you can easily reassign them.

1. Select the contact you want to move.
2. From the menu, select Move to a Different Vendor.
3. Select the new vendor from the dropdown menu and confirm the change.
4. All past RFQs will now be associated with the new vendor.

Assigning a Vendor to a New Contact

When you send an RFQ to an email not yet in your network, a contact is automatically created with None as the vendor. To assign a vendor, simply select the vendor dropdown on a contact and select which vendor you want to associate the contact with.

To learn more about our vendor management capabilities, visit our other guides.

• Getting Started with Vendor Management: Learn the basics of vendor management and the benefits of adding your procurement network into Purchaser is.
• Import Vendors & Contacts: Learn how to add a vendor and how to add a contact to your vendor.
• Vendor & Contact Attributes: Learn more about vendor attributes and how to manage them to make sure you have the information you need for each vendor.

Still got questions? Contact Us or Book a Demo to learn more about how Purchaser can fit into your workflow.