HaloCRM Guides

Suppliers & Vendors

First, make sure the module is enabled. Depending on the language pack you are using, this may show differently.

You can find it by going to the 'Administration Console' > 'Processes' > 'Suppliers'.

When enabled, click into it.

If you'd like your contacts to see supplier updates, you can enable this here.

You can also import your supplier information here, when you click on the ‘import suppliers’ button, you will be able to download the suppliers spreadsheet where you can input the information.

If you want to add suppliers manually, find the suppliers module on the left-hand side menu of your Halo:

Here, you should be presented with a screen identical to your contact and customer pages, with two default suppliers. You can modify existing suppliers, or add new ones.

To add a new one, press ‘New’ in the top right-hand corner.

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First, you’ll be asked to insert the basic supplier information, such as name of supplier, the contacts name, email and phone number(s) etc.

You can also add credentials if the suppliers use portals for logging information with them. You can also add any notes applicable to the supplier.

Once happy with the basic information, head to the ‘settings’ tab.

Here you can add email information, billing accounts ID and SLA information.

If the suppliers will require API access, you can then set this up in the ‘API access’ tab.

Once happy, save. Now you have a supplier in your records.

Once the record has been created, you are able to add any documents relevant to the supplier to their profile, as well as see any tickets they are associated with.

If you want to communicate with suppliers on tickets, you will need to set up some new actions and add them to ticket types/workflows, if they do not already exist.

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Ensure that for the action you’ll be using to initially communicate with the supplier has a system action of ‘log to supplier’.

Out of the box actions will already have this set.

The action should have ‘send email’ set to yes and at minimum, a notes field for information to be sent to the supplier.

You can set-up a bespoke email template to be attached to the supplier message if there is always the same set of specific information that needs to be sent across, i.e: order number, delivery address etc.