New Supplier in Navigator

When a ticket comes in about a new supplier, it’ll look like this:

Go to Navigator (Prod2 Backoffice), and go to master entities and type in the name.

Check if there are any duplicates:

In the ideal scenario, there aren’t any duplicates, so you just check that the address doesn’t seem like it has any typos and that the “Supplier” column is set to “Yes.” (i.e. Google the address, usually for US addresses, it'll probably show the company at that location, but if it doesn't that's fine, as long as the address actually exists). In this case there are duplicates, with slightly different addresses, so you would send a note to Geet to take a look.

But, for the sake of showing how the process goes if there weren't duplicates, ignore the duplicate for now

Originally, both were set to yes, but when Geet saw this one she set the one with the wrong address to no — we’re just gonna pretend that there was no duplicate this time since that issue was already dealt with — so since the Supplier column was set to “Yes” and there weren’t anymore issues, we go to the Suppliers tab in the side bar

In Suppliers, we search the name again (make sure it is the right ID number as the ticket / master entity from earlier) — we hit EDIT and change the “Is verified” field from NO to YES — then we hit UPDATE which saves the change

And that's all!

So basically, if the address and stuff look like there’s no typos and you don’t think there are any errors, as long as the “Supplier” section is set to yes in Master Entities, you can set the “Is verified” section to yes as well — if there are duplicates or any other issues though, I tag Geet and ask her what to do

-Credit for instructions goes to Mel