Manufacturers

This guide provides a step-by-step overview of managing manufacturers within Compound Direct, including adding new manufacturers, archiving them, and linking them to ingredients.

Adding a new manufacturer

1. Go to the ‘Settings’ tab.
2. Scroll down to ‘Manufacturers’ or start typing ‘Manufacturers’ on your keyboard.
3. Select ‘Create Manufacturer’ top right blue button.
4. Add in ‘Name’ and all other relevant fields in this section.
5. Add ‘Relevant Notes’ and ‘Upload Relevant Documentation’ for the manufacturer.
6. Press ‘Create’.
7. Once you have added the new manufacturer you will need to sign off to use.
8. Go to ‘More Actions’ at the top of the page.
9. Select ‘Sign Off’ you need to ‘Sign off the manufacturer to indicate qualification’.
10. Press ‘Confirm’ - you will now see a signed-off notification in a green banner at the top of the page.

Archiving a manufacturer

1. Go to the ‘Settings’ tab.
2. Scroll down to ‘Manufacturers’ or start typing ‘Manufacturers’ on your keyboard.
3. Select manufactures ‘Name’ from the list.
4. Go to ‘More Actions’.
5. Select ‘Archive’ - you will now see an archived notification in a red banner at the top of the page.
6. If the manufacturer wasn’t meant to be archived go back to ‘More Actions’ and select ‘Unarchive’.

Adding a manufacturer to an ingredient

1. Go to the ‘Ingredients’ tab.
2. Type into the ‘Search bar’ the ingredient you want to open and select.
3. Go to ‘Edit’ in the top right corner or press ‘e’ on your keyboard.
4. Scroll down to the ‘Preferred Supplier’ section on the right-hand side.
5. Go to your ‘Preferred Manufacturer’ and type into the search bar.
6. Type into the search bar the manufacturer name, if previously entered or select ‘Use Last Manufacturer’.
7. Click on ‘Save’ button to save changes.
8. To add a manufacturer to an ingredient batch already in the software:
   1. Find the desired ingredient and click on it to view it.
   2. Select the desired batch and click on it to view it.
9. Click on the edit icon near the ingredient name.
10. Go to your ‘Preferred Manufacturer’ and select.
11. Press ‘Save’.

Finding a manufacturer

1. Go to the ‘Settings’ page.
2. Scroll down to ‘Manufacturers’ or start typing ‘Manufacturers’ on your keyboard.
3. A list of suppliers is shown under ‘Manufacturers’.
4. To find your desired manufacturer you may either:
   1. Find the manufacturer in the list.
   2. Begin typing the name of the manufacturer into the search bar and select the desired manufacturer from the list.
5. Once found click on the manufacturer to view it.