How to create a partner from contract suggestions

1. Go to Contracts - Contract Capture and click on the bar for Contract suggestions. All suggestions will now appear in a list.

2. If the supplier does not exist in Complete Control, you will see an icon in the Add column under Partner.

3. Click this icon to create the supplier/partner.

4. A new browser window opens. Here you can fill in information about the supplier. Some of the information will be pre-filled, but some you will need to add yourself.

Once you have created the partner, you can close the browser window and continue in the dashboard. A new icon will appear in the first column, before the name of the supplier. This indicates that the supplier is registered as a partner in Complete Control. Clicking this icon will bring up the partner card.

Tips!
When you are back in the dashboard with the list of contract suggestions, right-click in the table and select Update. The list will then be updated and the supplier will be marked as a partner.