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)

  1. Login to your Teamgo web dashboard

  2. Navigate to Workplace> Suppliers

  3. On the Suppliers page select "New Supplier" button

  4. 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.

  1. Login to your Teamgo web dashboard

  2. Navigate to Workspace > Suppliers

  3. On the Suppliers page select the IMPORT icon next to New Supplier

  4. 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.

  1. Login to your Teamgo web dashboard

  2. Navigate to Workspace > Suppliers

  3. On the Suppliers page select Email Icon (invite)

  4. 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]o.co

Did this answer your question?