How to create and edit service providers
As an admin, you can create and edit service providers in the software. This article will explain how to do this.
💡Note: Each container is associated with a corresponding service provider. This can have various locations and contacts that can be managed in detail.
Adding a new service provider
- Go to Administration > Service Providers to see an overview of all service providers already created in the software.
- To add a new service provider, click on Add Service Provider.
- A form will open where you can enter all the details of the new service provider. Scroll through the form and enter all relevant information.
- Click Save at the end of the form to confirm your entries. The newly created service provider will now appear in the overview.
Editing a service provider
- Go to Administration > Service Providers to see an overview of all service providers already created in the software.
- Select the service provider you want to edit from the list and click on Details.
- In the following view, all the information stored for the service provider will be displayed. This is divided into the following sections where you can make changes:
Disposer details | Here you can edit all basic information and further details about the disposer. |
Locations | Here you can add and edit information about the service provider's locations. |
Contacts | Here you can store contact information for the service provider. |
Documents | Here you can store documents (e.g. certificates). |
💡Note: Service providers and service provider locations that have already been created in the software cannot be deleted, as deleting a service provider would also affect orders already executed by the service provider and thus distort the order history. If you still want to delete a service provider and/or its locations, please contact our support.