Linking suppliers and companies to products helps you:
- Track who is responsible for delivering each product
- Simplify procurement and supplier follow-up
- Document subcontractor or vendor involvement in specific deliveries
This provides a clear connection between your product list and your supply chain.
🖱️ How to Add Companies to a Product
- Open the Product
Click the product in the Product List. - Go to the "Companies" Tab
This section shows all companies linked to the product. - Click "+ Add Company"
Select the company or supplier from your CRM database. - Define the Role (Optional)
Assign roles such as:- Supplier
- Manufacturer
- Subcontractor
- Service Partner
- Save the Product
Click Save to complete the process.
🗂️ What Can You Track?
Field
Purpose
Company Name
The supplier, manufacturer, or partner company.
Role
Defines what the company does for the product (e.g., Supplier).
Contact Person (Optional)
Links a person to the product for direct follow-up.
🛠️ Example Use Case: Tracking a Supplier for a Pump
An engineer links Supplier A to a pump product by:
- Opening the Pump in the Product Details
- Adding Supplier A as the Manufacturer
- Assigning a contact person for easier follow-up
- Saving the product to keep supplier info documented
This makes procurement and follow-up more efficient.
❓ FAQ
Q: Can I link multiple companies to the same product?
Yes, you can add as many companies as needed to track different roles.
Q: Can I add a person as well?
No, but you can add a company and have a person linked to that company.
Q: Can I filter products by supplier?
Currently, the product list does not filter by supplier, but you can view suppliers inside the Product Details.
Q: Are company links visible in documents?
No, company links are managed per product. Document connections are handled separately.
