Updating the supplier details
Update the details of an existing supplier in the supplier registration case. As a supplier manager, you can update the contractual, return center, and logistic carrier details of a supplier.
- Log in to Pega Warranty as a supplier manager.For more information about login credentials, see Operators list and descriptions.
- In the header of Dev Studio, click .
- In the Supplier code field, enter or select the supplier that you want to edit, and then click the Let's go button.
- In the Supplier details section, in the Supplier name field, update the supplier name.
- In the Supplier manager field, enter or select a manager for the supplier.
- In the Address and the Contact Details sections, update the supplier details, and then click Continue.
- Optional: To update a return center, click the corresponding Properties
icon, and then select how you want to edit the entry:
- To add a return center, click the Add return center button.
- To select the default return center, click the corresponding Is Default? button.
- Optional: To update a return logistics carrier, click the corresponding
Properties icon, and then select how you want to edit the
entry:
Choices Actions Add a return logistics carrier - Click the Add return carrier button.
- Click Continue.
- Click Add return carrier , enter the details for the new logistics carrier, and then click Submit.
Select the default return logistics carrier Click the corresponding Is Default? button. - Click Continue.
- Optional: To update the details of an existing part, click the corresponding Properties icon, make the required updates, and then click Submit.
- If you want to add the details of a new part, click Add part,
and then provide the part details:
- In the Enter parts details area, in the Part description field, enter or select a part.
- In the Unit price field, enter the unit price for the part.
- In the Responsibility ratio field, enter the ratio of responsibility between the manufacturer and the supplier for the warranty claim.
- Optional: To select the dealer to return the part, in the Return policy section, select the Requires return check box.
- Optional: To select the dealer to return the physical part, select the Requires physical return check box.
- In the Inspection Instructions field, enter any instructions for the parts inspector who examines the part.
- In the External Link field, enter a link to a site with additional information.
- Optional: To select the dealer to inspect the part before the return, click Requires inspection.
- In the Tear down instructions field, enter the instructions for disassembling the part.
- Optional: To ask the dealer to provide an image of the part, select the Requires Image return check box.
- In the Image Return Instructions section, click the Add instructions icon.
- In the Repair / Claim Attachment Category list, select a view of the part.
- Click the Image uploader icon, and then add an image of the
part.You can add any additional instructions with the image.
- Optional: To add another set of instructions for a different view of the part, click the Add instructions icon
- Click Submit.
- In the Payment type list, select a payment type.You can hover over the Information icon to learn more about each payment type.
- Click Continue.
- Review the summary the supplier details, and then click Submit.
- Confirm the changes to the supplier details by clicking Approve.
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