Supplier Record Details

The Supplier record Detail page has a number of information sections, some of which rely on enhancers or integrations to be available within your system. These areas are noted throughout this article and if you are interested in adding this functionality to your system please reach out to your Customer Success Manager. 

Portal Account and Contact

In the Information section of a Supplier record there are two fields related to the Supplier Portal enhancer: Portal Account and Primary Portal Contact. These two fields link the internal supplier record to suppliers related Portal Account information that is generated when they registered for the portal. 

You can select from existing Portal Accounts on the system using the look up field and selecting the correct Supplier Portal Account. When an account is selected, you can select the Primary Portal Contact. The lookup field will find the related contacts for the Supplier Portal Account. Choose the contact who is the individual to receive communication and notifications from the Atamis system. 

Invitation Only

We recommend always instructing your suppliers to register and create Supplier Portal account themselves to avoid accidental duplication of records. However, if you are inviting suppliers only then you may need to create the portal account and contact yourself. Follow the steps below to do so:

1. From the portal account dropdown, select +New Supplier Portal Account at the bottom of the list. Enter the suppliers information in the screen that appears, using the suppliers name as the account name. Click Save.
   
2. The screen will close to the Supplier Portal Account record page. Scroll down to the bottom where you will see a related list for Supplier Portal Contacts. Click New in the right hand corner of this list.
    
3. Fill out the Supplier's contact information, ensuring you enter a First Name, Last Name and an email. If you do not enter an email, you will not be able to set up the Supplier as a portal user. Click Save. 
   
4. Within this newly created Supplier Portal Contact Record, then click Setup Portal User. Clicking this button sends an email to email entered, instructing the contact how to complete the setup of their account on the Atamis Supplier Portal.
   
5. Now that you have created both the Portal Account and Primary Contact records, navigate back to the Supplier record and find your newly created records in the Portal Account and Primary Portal Contact lookup fields to finish linking the Supplier to the Portal account. 

Please ensure you follow all steps and ensure the information entered is correct when setting up portal accounts yourself. Failure to do so may result in the Supplier not receiving a notification that you have created an account on their behalf. 

Supplier Record Quick Action Buttons

There are a number of buttons provided in the right hand corner of the supplier record for your convenience to quickly undertake common actions. 

• Clone - The Clone button will duplicate the Supplier record with all information entered on the details tab only. No other tabs (related records, files, etc.) will be copied. When you click the button a new window will appear with the details to be copied across so that you can review and make any edits prior to creating a new Supplier record by clicking Save. 
• Change Owner - The Change Owner button allows you to transfer the supplier record into another internal user's name. The default owner is the individual who created the supplier record, therefore after creation you may wish to transfer to the correct individual whose category the supplier falls under. Changing the Owner to the correct individual will ensure they receive any notifications related to the supplier. 
• Printable View - Printable view will open a window displaying the Supplier record and related information within fields for printing. 
• Match - The Match button allows you to match the supplier record against a Companies House record of the supplier to allow for use of the Companies House research functionality. 
• Research - The Research button will fill in the supplier trading data section within the Details page by pulling in the matched data from Companies House. 

Dun & Bradstreet Fields and Buttons

The Dun & Bradstreet section of Supplier record contains all the default fields for the D&B Integration if it was purchased for your system. When the DUNS Number has been populated you can utilise the buttons in the top right of the page. See our article on the Dun & Bradstreet Integration for more information.

• DUNS Credit Report button will generate a credit report from D&B for the supplier record based on the DUNS number entered on the details page. 
• DUNS Research will pull the information from D&B and populate the related fields on the supplier detail page based on the DUNS number entered.

Supplier Mapping and Supplier Spend Button

If you have purchased the Spend Analysis enhancer for your system, the Supplier Mapping section of the page is used for the categorisation of your spend data by the data services team. Clients with Spend Analysis can click the Supplier Spend Report button in the top right corner to generate a spend report in association with the supplier. 

Updated 08 February 2025 15:04