How to Remove a Supplier Contact
There may be certain situations where you may need to remove a Supplier Contact. For example, you removed the Supplier Portal User and wish to remove the Supplier Contact they were associated with.
Below are the steps that must be carried out in order to remove a Supplier Contact. Expand each step below for further explanation.
To edit a Supplier in Safefood 360°, navigate to either the Suppliers tab in the Supply Chain Management module or the Supplier tab in Contacts in Master Data. Within the Suppliers tab, click on the name of the Supplier you wish to edit. The Supplier name will be in blue text, which indicates a link.
Image: Navigation 'Supplier Management>Supply Chan Management' and 'Suppliers' Tab
Image: Navigation 'Master Data>Contacts' and 'Suppliers' Tab
Image: Edit Access Options 'View supplier details' or 'Actions>Edit' on Supplier Overview Page
Within the Supplier overview page, there are two ways to access editing your Supplier:
1. 'View supplier details' Button
2. 'Actions>Edit' Buttons
Both of the buttons noted above will take you to the Supplier page where edits can be made and saved by clicking the 'Save' button.
Image: Supplier Page Ready for Edits
Once you have scrolled down to the Supplier Contacts section of the Supplier page, to remove the Supplier Contact, simply click the 'X' button.
Image: 'X' Button to Remove Contact
After completing the removal of the Supplier Contact, scroll to the bottom of the Supplier page and click the 'Save' button to save the changes.
Note: It's very important to click the 'Save' button, otherwise the changes will not be made.
Image: 'Save' Button
You will be prompted with a 'Reason for Change' screen, where you will need to detail the reason why you have made a change to the Supplier page before confirming and saving the changes. Once you have confirmed the edits using the 'Confirm' button, the system will take you back to the Suppliers tab in Contacts. Edits made to a Supplier will be recorded in the Audit Log. The Audit Log can be accessed via the 'Actions>Audit Log' buttons.
If you do not wish to make edits, click the 'Cancel' button to be brought out of the Supplier page and discard of the changes made.
Image: 'Reason for Change' Pop Up Screen after 'Save' Button Clicked
Image: Detail Reason for Change and Click 'Confirm' Button
Image: Suppliers Tab after Edits Saved
Important Step to Carry Out First:
When removing a Supplier Contact, if the Supplier Contact is Contact Associated with a Supplier Portal User, you will receive an error message.
A Supplier Contact cannot be removed if it is linked to the Supplier Portal User
Therefore, before you remove the Supplier Contact, you will need to:
1. Remove the Supplier Portal User and Invitation
For further details on the step above, see the article below:
- Removing a Supplier Portal User and Invitation
Note: If you wish to simply replace the Supplier Contact with another, see the article below: