This video from Tactplan outlines the process for adding a supplier to the project management system, an essential step for managing procurement and resource allocation effectively.
Key points include:
- Accessing Supplier Settings: To add a supplier, users must navigate to the "suppliers" tab and click on the "add supplier" button.
- Inputting Supplier Information: A pop-up menu will appear where the necessary supplier information can be entered. This typically includes details like the supplier's name, contact information, and any relevant notes that need to be associated with them.
- Saving and Repeating: After entering all the required details, users should click "save" to add the supplier to the system. This process can be repeated to add multiple suppliers as needed for the project.
- Verification: Once the suppliers are added, it’s important to review the list to ensure all information is accurate and complete.
This feature is critical for project managers who need to maintain an organized record of all suppliers involved in a project, allowing for better communication and resource management.
