Make a supplier contact record for a product supplier integration
A dedicated supplier contact record is usually necessary for the configuration and correct operation of a product supplier integration. A practice manager selects the supplier contact record when they configure the integration.
Note: This procedure gives only
the minimum information that is necessary to make the contact record. For example, a
contact record usually has physical address information. But it is not necessary to
enter physical address information to make the record.
- Select Contacts.ezyVet shows the New Contact screen.
- In the Contact Type section, select Business.
- In the Contact Type section, select Supplier.
- In the Business Name box, enter the business name of the product supplier.Tip: Enter a name that makes it easy for staff to know that the contact record has a relation with the product supplier integration (for example, enter Covetrus).Note: If the Contact Type is Individual, ezyVet does not show the Business Name box.
- In the Email / Phone box, enter the email address or phone number of the product supplier.
- In the Type box of the Contact Methods section, select Email if you entered an email address.Note: If you entered a phone number, use the Type box to select the type of phone number.
- Select Save.