Adding Suppliers Tutorial
To add a supplier in OpenWrench, navigate to the Suppliers page and click Add Supplier.
Enter the supplier’s:
Company Name
Email Address
Contact Person
Click Continue.
OpenWrench will automatically check to see if the supplier is already in WrenchHub and has an existing login. Any potential matches will be displayed for review.
If there is a match, select the correct supplier.
If there is no match, continue with creating the supplier profile.
Select the:
Problem Types
Locations
that this supplier should be assigned to.
Note: Your Problem Type list may expand into subcategories, so be sure you are selecting the correct Problem Types.
Click Add Supplier.
This will send an invitation email to the supplier so they can register their account and begin accepting work orders.
After the supplier has been added, there are additional features and settings available:
Click on the supplier’s name to edit the Service Provider Contact Details, including:
Work order notification email addresses
Phone number
Supplier Code
Add Internal Attachments related to the supplier.
Use the Supplier Contact Directory to add additional contact names and phone numbers.
Request and manage:
W9s
Insurance Certificates
Licenses
The sections on the right side of the supplier profile are managed by the supplier themselves, including:
Business Address
Website
Services Provided
Business Hours