Customer Management

Customer Management

Customer Management allows vendors to add or edit trading partners by selecting the first option Add / Edit Trading Partners.

Add / Edit Trading Partners Interface

The Add / Edit Trading Partners page displays a searchable listing of current trading partners. Each listing provides the Trading Partner’s name, Prime Vendor ID number and their trading Partner status. View contact, shipping, and invoicing information by selecting the View button. Select edit to change or update a trading partner’s information. Trading Partners can be removed from the listing by selecting the Delete button.

Trading Partner Information

To add a new trading partner to the listing enter the Prime Vendor ID number of the vendor you wish to add to your commerce network in to the field labeled "Enter Vendor Number and Select Add Vendor". Select the blue Add Vendor button on the right.

After selecting Add Vendor enter the new Trading Partners Contact, Billing and Delivery information. Switch between the contact, billing and delivery forms by selecting the corresponding button on the left of the interface. Select the Review button when the forms are complete.

Add Trading Partner review page

Select the Submit button to send the completed Trading Partner invitation to the vendor. Once submitted the system will return to the Add / Edit Trading Partner Interface. The listing will show the new Trading Partner with an empty "Approved" column. The trading relationship will remain not approved until the new Trading Partner accepts the invitation and updates their Prime Vendor system.

The new Partner is added but not approved

Accepting an Invitation to Become a Trading Partner.

A message informing the vendor of a new invitation to become a Trading Partner will appear on the quick-status screen of the vendor’s home page.

New Trading Partner Invitation on the Quick Status screen

Select the link provided to access the Trading Partner Invitation Approval screen

Trading Partner Approval screen

Select Approve or Reject to respond to the invitation. Approval will automatically establish a trading relationship with the vendor who sent the invitation.

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