How to Manage Suppliers - DLA/DIBBS

Overview

In this video we will show you how to manage suppliers in Loocey by adding, editing, and updating quoting settings.

Step by step

The walkthrough covered in the video, written out so you can follow along inside Loocey.

1. Go to the Suppliers section to manage the board.
2. Add a new supplier by clicking Add Item, fill in the company name, and save.
3. Manage your suppliers by editing columns directly on the board, for example, set the Priority column to Medium to categorize suppliers for your management strategy.
4. You can also change the Quoting column, which controls whether the supplier is included in quote requests.
5. Edit the supplier name with the edit button directly from the board, or open the record panel to edit the full form.
6. Keep track of important details using the Notes feature.
7. In the form you can also set a Relationship Status for the supplier.
8. After making changes, save them and they appear on the board.

Where this fits

This tutorial covers the Suppliers & RFQ Emails part of Loocey DLA. Manage manufacturers and distributors and automate your quote-request process.

• Loocey DLA Getting Started guide — account setup and the full bidding workflow
• Saved-search recipes — the exact column, condition and value for 20 common DLA searches
• DLA / DIBBS glossary — what every field on a solicitation means
• All Loocey DLA video tutorials