|
Buyer Relationships Admin |
Previous Top Next |
Overview
Buying organisations that you trade with are listed on the left-hand side of Buyer Relationships Admin page.
For each buying organisation you trade with you can set the following details:-
| ▪ | The account code assigned to you by the buying organisation |
| ▪ | The account code you have assigned to the buying organisation |
| ▪ | The e-mail addresses to which notifications should be sent when new documents are received e.g. for Request For Quotes, Orders, Self Bill Invoices, and Self Bill Credit Notes. |
| ▪ | The e-mail addresses to which notifications with an attached document details .pdf file should be sent when new documents are received |
| ▪ | The mobile telephone number to which notifications should be sent via SMS when new documents are received. (This is a value added service and will only be available if purchased from ProcServe.) |
| ▪ | The fax number to which notifications should be sent when new documents are received. (This is a value added service and will only be available if purchased from ProcServe.) |
NOTE - a default value of buyer of (Relationship Defaults is provided. This can be used to set default values which will be automatically assigned to all new buyers that will be linked to your supplier account at a later date.
To add or edit any of these attributes, click the name of the Buyer in the column entitled Buying Organisation in the list on the left-had side of the page.
| ► | The details are displayed in a panel like this: |
Account Code that the Buyer uses for your organisation
Enter the account code in the field 
Account Code that your organisation uses for the Buyer
Enter the account code in the field 
E-mail Notification
To set the recipient of an e-mail notification when a new document arrives:
| ► | First select the document type from the drop down list |
| ► | Enter a valid e-mail address in  |
| ► | Click  to add e-mail to the list |
You will need to repeat the above steps for each type of document you receive.
To delete the e-mail recipient from the list:
| ► | Highlight the name to remove in the list (as shown below): |
| ► | Click  to delete the name from the list |
Email Notification with PDF (the document is sent to the recipients email address as a pdf document)
To set the recipient of an e-mail notification with the document as an attachment:
| ► | Enter a valid e-mail address in  |
| ► | Click to add e-mail to the list |
To delete the email recipient from the list:
| ► | Highlight the name to remove in the list (as shown below): |
| ► | Click to delete the name from the list |
SMS To (currently only available as a valued added service - please refer to your service provider)
To set the recipient of an SMS notification when a new document arrives
| ► | Enter a valid mobile phone number in  |
| ► | Click to add mobile phone number to the list |
To delete the SMS recipient from the list:
| ► | Highlight the name to remove in the list (as shown below): |
| ► | Click to delete the number from the list |
Fax To (currently only available as a valued added service - please refer to your service provider)
To set the recipient of a fax notification:
| ► | Enter a valid telephone number (must be connected to a fax service)  |
| ► | Click to add number to the list |
To delete the fax number from the list:
| ► | Highlight the name to remove in the list (as shown below): |
| ► | Click to delete the number from the list |
When you have finished editing the details:
Click 
to save