AIM - Setting up a supplier

Introduction
Before setting up a suppliers,  you must decide. Is that supplier to be handled though the buying group OR independently.  This article will cover both.

Setting up a supplier

When setting up a supplier for aim, you will need to do the following steps;

1. Go to supplier details in Agility Pro and find the supplier you want to setup AIM for, make a note of their supplier code. This will be useful later on

2. Go to the AIM tab and copy the following settings shown below. Note; the buy case type may change depending on how this supplier handles case type.

3. Go to contacts tab and ensure there are email addresses associated with the account

If BUYING GROUP

3. Go to the Buying Group tab if the supplier is part of the buying group and enter the account number that this supplier has with the buying group.

4. Press Ctrl + n and press yes/save. This will save the features and the supplier is setup for AIM.

if INDEPENDENT

5. Add an email address on the contacts tab. This is used to search for emails from the supplier.



6.  Head over to the AIM Editor Article to learn how to put together a template so AIM picks up the suppliers information.

If the supplier is part of United Hardware and you have set it up appropriately, you won't need to make an Editor template for them.

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