Managing additional supplier fields

Create and set custom supplier fields as required, add values for predefined lists, and delete fields and values if no longer needed.

Desislava Mihaylova avatar
Written by Desislava Mihaylova
Updated over a week ago

As a Payhawk administrator, you have full control over the additional (custom) supplier fields that are displayed in the Suppliers > Details > Additional section in Payhawk.

Creating additional supplier fields

You can show more details for each supplier by adding as many as necessary complementary fields.

For example, you can add the Emissions scope custom supplier field which will allow your company to collect and track environmental, social, and corporate governance (ESG) data related to your suppliers:

  1. Log in to the Payhawk web portal.

  2. Go to Settings > Supplier fields > Additional fields.

  3. Click on + Add field.

  4. In the dialog that opens, provide the following details:

  5. Click Add field to confirm the creation of the additional supplier field.

Deleting additional supplier fields

You may also need to delete an additional supplier field altogether:

  1. Go to Supplier fields > Additional fields > Emissions Scope.

  2. Click on the three dots menu and select the Delete option.

  3. In the dialog that opens, check the checkbox and click on Delete label.

Adding values for predefined additional supplier fields

After the custom Emissions scope supplier field has been created, you need to add its predefined list of values for Payhawk users to select from:

  1. Go to Supplier fields > Additional fields > Emissions Scope > Values.

  2. Click on the + Add value button. In the dialog that opens, name the value and press Enter to save it. Repeat this step for any value you want to add to the additional supplier field.

Deleting values for predefined additional supplier fields

If a value for a predefined supplier field is no longer applicable or needed, you can delete it:

  1. Go to Supplier fields > Additional fields > Emissions Scope > Values.

  2. Hover over the desired value and click on the Trash icon.

  3. In the dialog that opens, check the checkbox and click on Delete label.

Setting an additional supplier field as required

If needed, you can later change the setting about whether the additional supplier field is required or not.

  1. Go to Supplier fields > Additional fields > Emissions Scope > Settings.

  2. Switch on or off the Required field toggle button.

  3. Click on Save changes to confirm your choice.

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