Managing Suppliers

How to Add a Supplier

1. Navigate to Setup > Suppliers and click the Add icon (+) in the toolbar.
2. Enter a Name for the supplier — this field is required before the supplier can be added.
3. Optionally, fill in any of the following fields:
   • Address
   • Postal code
   • Country — select from the dropdown list
   • Contact name
   • Contact email — must be a valid email address
4. Click Add to confirm. The supplier appears in the list.

1. Navigate to Setup > Suppliers.
2. Double-click the supplier you want to edit. The Edit supplier dialog opens.
3. Update any of the available fields: Name, Address, Postal code, Country, Contact name, or Contact email.
4. Click Update to apply your changes.

How to Delete a Supplier

Delete a single supplier

1. Navigate to Setup > Suppliers.
2. Right-click the supplier you want to remove and select Delete. The supplier is removed from the list.

Delete multiple suppliers

1. Navigate to Setup > Suppliers.
2. Select the suppliers you want to delete by clicking their checkboxes.
3. Click the Delete icon in the toolbar. A confirmation dialog lists the suppliers about to be deleted.
4. Click Delete to confirm. The selected suppliers are removed.

Tactplan Schedule - Plans_Setup - Suppliers (2.4.0)