Add Contacts

You can add ways to contact the Trading Partner, such as their name, email, or phone number. The Contact Type and Value fields are both free text fields.

To add the contacts, follow these steps:

  1. Navigate to the Trading Partner page.

  2. Select the Trading Partner that you want to edit from the Trading Partners list, or search for the preferred Trading Partner name.

  3. On the page menu, click Contact, and then on the right-hand pane, click New.

    contact

  4. Enter the following required information:

    Item Description

    First Name

    Enter the first name of the Trading Partner.

    Last Name

    Enter the last name.

    Address

    Enter the address of the partner.

    City

    Enter the city name.

    State

    Enter the state name.

    Zipcode

    Enter the zipcode.

    Country

    Enter the country name.

    Primary Phone Number

    Enter the primary phone number.

    Secondary Phone Number

    Optional, enter the secondary phone number.

    Primary Email Address

    Enter the primary email address.

    Secondary Email Address

    Optional, enter the secondary email address.

  5. Click Save to save contact information or click Cancel to discard the changes.