01What it is
A supplier is a company you buy parts, materials or services from. It has a trade and legal name, a tax ID checked by country, an address, an ordering e-mail, a declared delivery time, a supplier type and payment terms.
The supplier card shows total spend and spend over 12 months, the amount owed and orders in progress. Amounts are visible to people with access to finance.
A supplier with orders, prices or complaints cannot be deleted, because their history must stay.
- ORDERING DETAILS
- Ordering e-mail, delivery time and contact people.
- SUPPLIER CARD
- Spend, orders, payables and prices.
- HISTORY STAYS
- A supplier with history cannot be deleted.
02What it is for
A quick order
Create a parts order from the supplier card.
How much you spend
Total spend and spend over the last 12 months.
What needs paying
The amount owed and overdue payables.
Delivery quality
Complaints with supplier responsibility on their card.
03Main options
Suppliers is a list, the supplier form and a card with tabs: Overview, Orders, Payables, What we buy and Complaints.
Every wholesaler
Tiles: all suppliers, with a tax ID, with an ordering e-mail.
- Columns: supplier, location, category, group, type, contact, city
- Search by name, tax ID, city, e-mail and phone
- CSV export
Everything about one supplier
Tabs: Overview, Orders, Payables, What we buy, Complaints.
- Total spend and over 12 months, owed, orders in progress
- What we buy: product prices from this supplier
- Create a parts order from the card
Company details and contact
Trade name and location are required.
- Legal name, tax ID, EU VAT, address and country
- Phone, e-mail, ordering e-mail, preferred contact, shop link
- Delivery time in days, supplier type, payment terms, contact people
04Tasks step by step
- STEP 1Open Modules › Suppliers and catalogues › Suppliers and choose Add a supplier.
- STEP 2Enter the trade name, tax ID, address and ordering e-mail.
- STEP 3Fill in the delivery time and payment terms. Save.
- STEP 1Open the supplier card.
- STEP 2The Owed tile shows the amount and overdue payables.
05Actions
The most common tasks around suppliers.
Add a supplier
A new purchasing partner.
Create parts order
From the supplier card.
Export CSV
Suppliers from the current filter.
06What it connects to
Choose a module to see how it uses suppliers.
Price list import
A price list import records the supplier's prices.
Go to the topicPrice list importComplaints and comebacks
Complaints with supplier responsibility.
Go to the topicComplaints and comebacks