Vendors > Notes

This overview shows all notes that are linked to a supplier in Vendors. You can also find these notes at the relevant supplier under Vendors > Vendors > Details > Notes and complaints. Notes can be added and managed by users with the role of 'Vendor Management Moderator'.

Add a note

1. Click on 'Add' at the top of the notes overview.
2. Fill in at least all mandatory fields and upload an attachment if necessary. These fields are explained in the blue table at the bottom of this article.
3. Click 'Add'.

Edit an existing note

A note can be edited from Vendors > Notes and from Vendors > Vendors > Details > Notes and complaints.

1. Navigate to Vendors > Notes or Vendors > Vendors > Details > Notes and complaints.
2. Click on the complaint you want to edit.
3. A pop-up window opens with the properties of the note. Make the desired changes. Changes are automatically saved.
4. Click on 'Close'.

Delete a note

A note can be deleted from Vendors > Notes and from Vendors > Vendors > Details > Notes and complaints.

1. Navigate to Vendors > Notes or Vendors > Vendors > Details > Notes and complaints.
2. Click on the complaint you want to delete.
3. A pop-up window opens with the properties of the note. Click on 'Delete' at the bottom of the pop-up window.
4. Click on 'Yes' to confirm the deletion.

All note settings are explained in the table below.

Field	Explanation
Note	The content of the note.
Vendor	The vendor linked to the note.
Type	The note type. These can be set in Admin > Vendors settings > Tables > Note types.
Reminder date	Enter a date here if you would like to be reminded of this note by e-mail at a later time.
File	The attachment linked to the note.