To begin having a supplier receive purchase order acknowledgment, status update, advanced shipment notification, and other requests, two things need to happen:
The supplier needs to have at least one (1) email contact added to their profile
That contact needs to have the role PO Processor assigned.
Once both the above are true, any new purchase order created for that supplier moving forward will be automated with Leverage.
Add an email contact to your supplier’s profile
From within Leverage, click on the Suppliers tab in the left menu
Find the supplier by searching or scrolling the supplier menu
Click on the supplier you want to activate
Select ‘Contacts’ in the top menu
Click the blue button [ADD CONTACT] to create a new contact:
Include the following information when creating a supplier contact:
Name (required)
Email (required)
Role - must be PO Processor to receive requests*
Phone
Notes
All new purchase orders moving forward will receive Leverage requests
Edit or Remove an email contact to your supplier’s profile
From within the same screen, you can edit or remove a contact for your supplier by clicking contact and selecting the Actions dropdown or the Edit Contact button:
Edit Contact:
Delete Contact:
