Starting point
To add a Supplier or another Contact to an already published Request afterwards, open the Request in the "Overview" tab.
Click the "Add suppliers" button (or select a Supplier list via the arrow next to it).
Select the desired Contact (must already exist) and add them.
After adding, the Contact is shown in the "Contacts" column.
Suppliers themselves can also share a Request with colleagues via "Share Request".
Assign a Request to a different Supplier
Starting point
Sometimes a Supplier is accidentally created twice. If a Request is assigned to the wrong profile, you cannot "move" it directly. Here is how to send the Request to the right Supplier.
1. Duplicate the Request
Go to the Request overview. Click the three dots next to the Request and select "Duplicate".
2. Find the duplicate
The system creates a duplicate with the status "Draft". If it is not visible: adjust the filters to show drafts.
3. Assign the new Supplier
Open the duplicate. Enter the correct Supplier and adjust other fields if necessary.
4. Transfer data
Open the original Request. Copy relevant information/Documents and paste them into the new profile.
⚠️ Notes
Responses stay with the original Supplier (an answered Request cannot be assigned to another Supplier).
Data must be transferred manually.
The old Request can be closed afterwards. Requests cannot be deleted.
Article Requests cannot be duplicated.