Teamgo Supplier Module is a premium feature. Please contact your Teamgo account manager to evaluate or enable this module on your subscription. The suppliers module will enable
Overview
With Teamgo Suppliers you can automate the process of managing your suppliers, request documents and track their sign-ins at the workplace.
Invite suppliers to create an account and add their contact information
Suppliers can add their own users and issue QR codes for sign-in
Request suppliers to upload documents and complete forms
When the Suppliers module is enabled you will see a new option under the Users menu called "Companies". This where you can manage your suppliers and supplier settings.
To use this feature ensure you have allocated the right group permissions for your users that will be using this feature.
Adding a New Supplier
With Teamgo you can add suppliers using the following methods
Manual add New Supplier
Import Suppliers
Invite Suppliers
Option 1 - Create New Supplier (manual)
Login to your Teamgo web dashboard
Navigate to Workplace> Suppliers
On the Suppliers page select "New Supplier" button
Complete the New Supplier form and click Save
There are several important items to note on creating a new company
Include the Supplier details for your records
Nominate a main contact person for the Supplier
If you invite your Supplier to manage their own account they will be emailed an invitation link and be required to create a password to login (their username will be the main contact persons email address). This will allow your supplier to
Update their Supplier details
Update their own details (account info)
Add their own users (typically employees/contractors) and issue sign-in options
Option 2 - Import Suppliers
Save time and import multiple suppliers with one simple CSV file upload. This will populate your supplier companies automatically. You can then manually edit them and/or invite suppliers to manage their own records.
Login to your Teamgo web dashboard
Navigate to Workspace > Suppliers
On the Suppliers page select the IMPORT icon next to New Supplier
Upload your companies CSV file an import into Teamgo
Importing Suppliers can be done with your own CSV file or by downloading and completing the CSV template we provide.
Use the provided documentation on screen to automate completion of data fields.
Option 3 - Invite Suppliers
Save time and invite suppliers to complete their own account with you. This can save you time and also provide additional benefits to suppliers such as adding their own workforce, issuing QR codes for sign-in and viewing reports.
Login to your Teamgo web dashboard
Navigate to Workspace > Suppliers
On the Suppliers page select Email Icon (invite)
Complete the fields shown following the on screen instructions
When invited your suppliers will get an email from Teamgo with a link to follow and complete their own account. They will have limited features such as
Managing their supplier details
Adding their workforce and issuing login/QR codes etc
Viewing reports
Supplying documents
For further assistance with Teamgo suppliers module please get in contact with our support team just email [email protected]