Supplier Registration

New suppliers are registered through a guided multi-step form that captures all essential information required for supplier qualification and ongoing management. The same fields are available when editing an existing supplier.

Registration Wizard Steps

The registration form consists of five steps, with a visual progress indicator showing completed, current, and upcoming steps. You can navigate back to any previously completed step by clicking on it.

Step 1: Basic Information

This step captures the core identity of the supplier.

Field	Required	Description
Legal Name	Yes	Official legal entity name
Trade Name	No	Trading or “doing business as” name, if different
Country	Yes	Country of registration (autocomplete from a predefined list)
Supplier Types	Yes	One or more types (select all that apply)
Regulatory Regions	No	Regions where the supplier operates under regulatory oversight

Supplier Types are presented as a checkbox grid. At least one type must be selected. Available types include Manufacturer, Contract Manufacturer (CMO), Raw Material Supplier, API Supplier, Component Supplier, Packaging Supplier, Sterilization Provider, Calibration Service, Laboratory / Testing, Software / IT / Cloud, Logistics / Transport, and Consultant / Service Provider.

Regulatory Regions are presented as toggle buttons. Available regions are: EU, US, CH, UK, JP, CN, AU, and CA.

Step 2: Registered Address

The address step captures the supplier’s official registered address.

Field	Required	Description
Street	No	Street address
City	No	City
State / Province	No	State or province
Postal Code	No	Postal or ZIP code
Country	No	Address country (autocomplete)

Note

The address is optional during initial registration but should be completed before qualification.

Step 3: Contacts

Four contact roles can be recorded, each with Name, Email, and Phone fields. All contact fields are optional but email addresses are validated for proper format when provided.

Contact Role	Purpose
Quality Contact	Primary quality-related communications
Regulatory Contact	Regulatory affairs and compliance matters
Commercial Contact	Commercial and procurement matters
Emergency Contact	Urgent issues requiring immediate attention

Step 4: Compliance Information

Two compliance flags help determine the supplier’s impact on data integrity and computerized system requirements:

Flag	Description
Data Integrity Relevant	Supplier handles data or records that impact product quality or GxP compliance
Uses Computerized Systems	Supplier uses computerized systems for quality-relevant processes

Caution

Enabling these flags may trigger additional qualification requirements based on your organization’s supplier management settings.

Step 5: Review and Submit

The final step presents a summary of all entered information for verification before submission. Review all sections carefully:

• Basic Information (name, country, types, regions)
• Registered Address (if provided)
• Contacts (only those with data entered)
• Compliance flags

Click Create Supplier to save the record. After successful creation, you are redirected to the new supplier’s profile page.

Editing a Supplier

To edit an existing supplier, navigate to the supplier profile and click the Edit button. The edit form displays all fields on a single page (not in wizard steps) with the current values pre-populated.

The edit form includes:

• Basic Information (legal name, trade name, country, types, regulatory regions)
• All four contact roles
• Registered address
• Compliance flags

Click Save Changes to update the supplier record, or Cancel to return to the profile without saving.

Validation Rules

• Supplier legal name is always required
• At least one supplier type must be selected (new supplier form)
• Country must be selected from the predefined list
• Email addresses are validated for proper format when provided

Tip

When registering a supplier that operates in multiple regulatory regions, select all applicable regions during registration. This information is used during classification to determine the appropriate level of oversight.