Suppliers

From the Suppliers tab, you can add and manage your organization's list of registered suppliers in Fairmarkit. Additional suppliers may be recommended by Fairmarkit (non-registered) or respond when you post an event to the Marketplace (public). Depending on your integration, your suppliers master list is typically imported from your purchasing application. Your list of suppliers will be available from the Suppliers list for your events.

Note: Inactive suppliers cannot be added to events or recommended by Fairmarkit.

Access list of suppliers

You can access a list of suppliers registered for your organization.

1. From the menu, select Administration.
2. Select the Suppliers tab.
   Suppliers list

   Suppliers - column descriptions

   Column	Description
   Supplier name	Displays the supplier's name. If any tags are defined for the supplier, they will display below the supplier's name.
   Country	Displays the supplier's country.
   State, City	Displays the supplier's state and city.
   Email, Contact name	Displays the email and name of the contact at the supplier.
   Status	Displays if the supplier is Active or Inactive.
   Group	Displays any supplier groups that the supplier is assigned to. Click the add button to add the supplier to additional groups. For more information, see Supplier groups.
   actions	A list of available actions for the supplier.

    

Find suppliers

You can quickly find suppliers through the sort and search options.

Batch supplier load

For information on how to batch upload your supplier data, see Data load.

Add a supplier

To create a new supplier, complete the following:

1. Click Add Supplier.
   The add supplier window displays.
2. Enter information about the supplier.
   See Supplier field descriptions

   Supplier field descriptions

   The following outlines the fields used to define a supplier. The *required fields are marked.

   Supplier Info

   Field		Description
   *	Supplier name	Supplier's name.
   *	Email	Email for your contact at the supplier.
   	Phone	Phone number for your contact at the supplier.
   	First name	First name of your contact at the supplier.
   	Last name	Last name of your contact at the supplier.
   	Country	Supplier's country.
   	Address 1	First line of the supplier's address. This is typically the street address, P.O. box, company name, or the c/o (care of) information.
   	Address 2	Second line of the supplier's address. This is typically the apartment, suite, building, or floor number.
   	City	Supplier's city.
   	State	Supplier's state.
   	Zip	Suppliers zip code.

   More Details

   Field		Description
   	Fairmarkit business classification	Select one or more Fairmarkit business classifications. These are diversity classifications and can be seen and searched when you select suppliers to invite to your events.
   	Search and add brand	Search for and select any brands that the supplier sells. If you cannot find a brand, enter the Brand name and then click the Add new brand button in the list.
   	Search and add supplier tags	Search for and select any tags to further define the supplier. If you cannot find a tag, enter the tag text and then click the Add new supplier tag button in the list.
   	Add External ID	Click the Add External ID button to add an ID your use for the supplier from an external system. This information is used when communicating with your purchasing application via an integration. Note: You must be assigned to the Admin role to add or edit an External ID. You'll need to enter the following information: External ID: The supplier's ID in the external system. ID Source: The ID of the external system. Status: The supplier's status in the external system.
   	Status	Select if the supplier is active. This field is only available after a supplier has been added.
   	Registration status	Select if the supplier is Registered with your organization.

   
   

3. Click Add.
   The supplier is added.

Edit supplier information

If you want to edit information about a supplier, complete the following:

1. For a supplier's line, click actions and then select Edit.
   The Supplier window displays in edit mode.
2. Enter or update any information about the supplier.
3. Click Update.

Clone a supplier

With the Clone option, you can create a copy of a supplier. Typically this is used to create a copy so you can create additional contacts for a supplier. This option duplicates all of the supplier's important information, such as address, business classifications, and external ID but allows you to enter a new email address and contact name.

1. For a supplier's line, click actions and then select Clone.
   The Supplier window displays in edit mode with the supplier information included.
2. Review the Email, First Name, and Last Name. Edit any other fields, as needed.
3. Click Add.
   A new supplier record is created.

Update registration status

Within Fairmarkit, you can easily see your organization's registered suppliers. To ensure that a supplier is labeled registered, complete the following:

1. For a supplier's line, click actions and then select Edit User Info.
   The Supplier window displays in edit mode.
2. Select the More Details tab.
3. In Registration status, select the Registered check box.
4. Click Update.

Update a supplier's status

With supplier status, you can control which suppliers are active in Fairmarkit. Inactive suppliers cannot be added to events or recommended by Fairmarkit. After a supplier is deactivated, you can activate a supplier again, if necessary.

1. For a supplier's line, click actions and then select Edit User Info.
   The Supplier window displays in edit mode.
2. Select the More Details tab.
3. In Status, select the Active check box.
4. Click Update.

Edit an External ID

If you need to add or edit the external ID information for your integration, do the following:

Note: You must be assigned to the Admin role to add or edit an External ID.

1. For a supplier's line, click actions and then select Edit User Info.
   The Supplier window displays in edit mode.
2. Select the More Details tab.
3. Edit the External ID, ID source, and Status fields as needed.
4. Click Update.

View a supplier's recent activity

With the View recent activity option, you can audit a supplier's activity with your organization in Fairmarkit.

1. For a supplier's line, click actions and then select View recent activity.
   The History window displays.

2. From this window you can:

   • Sort: Click a header to sort the list by the column.
   • Filter: Filter the list based on an action.
   • Search: Search the messages in the list.
   • Download Excel: Download the entire list in Microsoft Excel format.