New company can be created by clicking the new company button or by clicking the Upload button (the import file can be downloaded by clicking the import template button).
When adding a new supplier, it is necessary to complete all the required data (contact and company registration data).
After saving the form, the company will be created. In the next step, the system will allow you to supplement additional information. To do this, go to the edition of the newly created company. The following tabs are available in the supplier's profile view:
- Company profile - access to contact details, business description, the ability to assign the supplier to the correct classification.
- Additional information - the possibility of supplementing:
- the turnover with a given provider;
- the supplier's code (eg from the internal system);
- marking as preffered supplier (Preffered suppliers will be the only suppliers available to choose while creating purchase order, order or inviting to the RFx);
- adding internal attachments (private, visible only to employees of the company).
After adding attachments, we can set their status:
private - a given attachment is seen only by a given user
public - any user of a company can view this attachment
- Users - data of employees of the company (persons invited in the offer inquiry to submit offers).
- Commodity - the ability to assign the supplier to the right category.
- e-Catalogs - access to catalogs that a given supplier has introduced in product catalogs.
- Coopoeration history - all purchase requests, orders and RFx's linked with this supplier;
Evaluation - an insight into the history of periodic supplier evaluation.
Attention
If you do not have a particular feature, please contact us for details.
Also check: