There are instances where an incorrect supplier ID number has been set and needs to replaced.


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Scenario 1: You have set up and are using an incorrect Supplier ID number for the retailer and need to replace it with the correct Supplier ID: 


Steps to follow in the Retail Partner (Handshake) Icon for replacing an incorrect number:


Step 1:

Click in the banner for the retailer to edit and select the option to Add New Supplier ID located above the current one set up. 


Step 2:

Add the correct number for the retailer and set as the default. 


Step 3:

Click the three dots to the right of the original ID set up and select Replace:


Step 4:

Select the correct Supplier ID to replace the original with:


Step 5:

Wait for the progress bar to proceed across the top of the screen and you should then see this message appear:


Step 6:

You may now click the three dots to the right of the original Supplier ID and select the option to delete if the incorrect number is no longer needed and it is no longer active on your registrations:


Scenario 2: The Supplier ID number is correct, but the company name is incorrect:


When setting up a Supplier ID, the name to associate will default to the company name in WERCSmart, but alternate names can be associated to the Supplier ID so it correctly identifies the vendor to the retailer when assessment details are sent to them. 


These names are set up for later selection in the My Account section of the site using the My Library function.  


Steps to follow to replace a Supplier ID associated to an incorrect Company Name/Brand:


Step 1:

Click on the My Library function in the My Account section.


Step 2:

Click on My Brands, then the Add New button. Enter the name you want to select later when setting up the Supplier ID to replace the incorrect one. 


Step 3:

Once the correct name has been set up as a brand, the user will then go back to the Retail Partners Icon and select the banner for the retailer. 


Step 4:

The user will then need to set up a "dummy" Supplier ID to replace the one in use using the steps outlined above. 


Step 5:

Once the "dummy" Supplier ID has placed the original Supplier ID, the user will then have the option to delete the original number set up. Please do so as a Supplier ID number can only exist once in an account and cannot be repeated. 


Step 6:

After the original Supplier ID has been successfully deleted, the user can recreate the correct Supplier ID number and associate the name they want to use with that number that was created in the My Brands tab.


Step 7:

Follow the replacement steps once again to update the registrations with the new correct name & Supplier ID number to complete the process.