Buyers

The Buyers section enables users to define and manage the individuals responsible for procurement across the platform. These records are integral to assigning purchasing tasks, tracking accountability, and ensuring accurate reporting for styles, orders, and claims.

Buyers represent the team members responsible for procurement activities—such as sourcing, ordering, and supplier management. By managing these centrally, teams can streamline workflows, ensure clear accountability, and maintain accurate reporting across all procurement-related modules.

The Buyers section allows you to create a consistent list of buyers that can be used across styles, orders, and claims. This configuration helps ensure that procurement activities are correctly assigned and that critical accountability information remains traceable throughout the platform.

Managing Buyers

Add Buyer

1. Click the Add New button at the top left.
2. Complete the required fields in the pop-up form, such as name and contact details.
3. Click Save to add the new buyer to the list.

Edit Buyer

1. Click the pen icon next to the buyer you'd like to modify.
2. Make the required updates in the pop-up window.
3. Click Save to apply the changes.

Delete Buyer

• Single delete: Click the trashcan icon next to a buyer and confirm the deletion.

• Bulk delete: Use checkboxes to select multiple buyers, then click the main delete icon that appears and confirm deletion.

Disable Buyer

• If a buyer is no longer active but needs to be retained for historical data, change their status from Enabled to Disabled.
• This can be done directly by clicking the Status column and selecting "Disable".

Other Actions

• Filter – View buyers by status (Enabled or Disabled).
• History – Export a detailed log of buyer changes and version history for auditing purposes.
• Export – Download the complete list of buyers in .xlsx format.

Table Flexibility

Users can tailor the table layout using the following controls:

Troubleshooting