How to manage manufacturers

Lily
Lily
  • Updated

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1. How to access the My Manufacturers page

Sign into your account and slide out your side-menu by clicking   icon and  then click on My Manufacturers option.   

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2. How to add manufacturers

You can add manufacturers from two places: 

 

2a. From My Manufacturers Page

Step 1: Click on this + Add Manufacturer button.

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Step 2: A window will pop up, here enter your  Manufacturer's email and click on  Search Manufacturer.

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Step 3: If your manufacturer already has an account on Techpacker, their details will be visible here. If not, enter their details manually and submit them by clicking on Add Manufacturer.

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 Techpacker will automatically group all your manufacturer's email ids based on their company name.

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You will find manufacturer-wise grouped email option(s) when you send your techpack(s) out as shown in the image below. 

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Click on this article to learn more about how to share your techpack(s) with the manufacturer(s) or the grouped emails.

 

 

2b. From Doc View

To share your techpack with your manufacturer from the Doc View, follow these steps:

 

Step a: Click on the Doc View on your techpack board

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Step b: Click on save and send image1.png to lock the changes as a version. Then click on the versions image2.png option right next to doc settings  

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Learn more about the next steps on how to share techpack with your manufacturer from the doc view

 

 


  

3. How to see activities with my manufacturers

Step 1: Click on this gear mceclip0.png icon right next to a manufacturer's name.

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Step 2: Click on this Activities tab to view all the techpacks and the time they were shared with your manufacturer.

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4. How to delete a manufacturer

Step 1: Select the manufacturer(s) that you wish to delete and click the  option menu located on the top navigation bar.

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Step 2: From the drop-down select Delete.

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5. How to resend the invite link to manufacturers

Step 1: Select the manufacturer(s) you wish to resend the invite link to and click the option menu located on the top navigation bar

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Step 2: From the drop-down select Resend link.

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