Appearance
Check a farmer or supplier profile
When to use it
Check existing supplier or farmer information and the activity linked to it.
Before you start
- You need view permission for the appropriate list.
What this changes
Viewing or downloading this information does not itself change the source records.
You can see the record’s details and related supply activity without changing it.
These actions change the saved farmer or supplier information used for sourcing. Submitted payment details still need separate payment-profile review.
Steps
- Open the relevant Sourcing list, find the record, and choose View.
- Check its name, type, contact, location, and payment information.
- For supplier profiles, inspect the available Orders, Bills, Crops Grown, Farmers, and Logs tabs.
- For farmers, inspect Supply History, Crops, and Logs. Check export information and available supporting documents.
- Open a linked order or bill when you need to investigate a specific delivery or amount.
Screenshot to add: Check a farmer or supplier profile. Show a supplier or farmer details page and its tabs, with the controls described above visible. Capture filename: images/view-supplier-record.png.
Restrictions and help
- Tabs vary by record type. A missing tab is not proof that related records do not exist.
- Use the approved payment destination during bill review; newly submitted profile details can still be awaiting approval.
Troubleshooting
| What you see | What to do |
|---|---|
| The profile or linked activity is missing | Check the relevant Farmers/Suppliers/Partners/Co Manufacturers list, name/phone and available filters, then reload. Open the intended profile and tab; different record types show different activity. |
| Profile or payment details appear wrong | Compare identity/contact details with confirmed evidence and use Update a farmer or supplier record where eligible. Payment details need separate Finance profile review. Reopen the profile and affected orders/bills after the confirmed source correction. |