01What it is
Suppliers is the register of firms you buy from: trade and legal name, registration details, address, contact, ordering e-mail, payment terms, delivery time in days and account number.
You record delivery arrangements in two fields: delivery remarks and an internal note. You can add as many contact people as you need: a sales rep, an account manager, accounts.
The supplier record shows every order placed with them and the purchase prices linked to them on product records. People with finance access also see total spend, spend over 12 months and the last 30 days, order values, and how much you owe them and what is overdue.
- TERMS ON THE RECORD
- Payment terms, delivery time and ordering e-mail.
- SPEND AND DEBTS
- Amounts on the record with finance access.
- HISTORY STAYS
- A supplier with orders and prices cannot be deleted.
02What it is for
Know who to call
Contact people with a role at every supplier.
How much you spend there
Total spend, over 12 months and over 30 days.
Delivery time
The number of delivery days on the supplier record.
Where it is cheaper
Purchase prices from this supplier in the What we buy tab.
03Main options
The module has a list with tiles, the supplier form and the supplier record with tabs.
Supplier, category, group, type, contact and city
Tiles: all suppliers, with a tax ID and with an ordering e-mail.
- Supplier category and group filter
- Search by name, legal name, tax ID, city, e-mail and phone
- Table or tile view, CSV export
Commercial details, settlements and contacts
A separate screen opened with Add a supplier or Edit.
- Supplier type, payment terms, trade name (required) and legal name
- VAT no., business reg. no., company reg. no., EU VAT, address, phone, e-mail and e-mail for orders
- Delivery time in days, account number, shop link, contact persons and delivery arrangements
Orders, spend, payables and prices
Tabs: Overview, Orders, Payables (with finance access), What we buy, Photos.
- Tiles: total spend, over 12 months, last 30 days, owed and overdue
- A chart of turnover over the last 12 months
- Menu: Show material orders, Show supplier performance
04Tasks step by step
- STEP 1Open Modules › Subcontractors and equipment › Suppliers and choose Add a supplier.
- STEP 2Enter the trade name, tax ID, address and e-mail for orders.
- STEP 3Choose the payment terms, enter the delivery time in days and add contact persons.
- STEP 4Choose Save supplier.
- STEP 1Open the supplier record.
- STEP 2The Owed tile shows the amount and the overdue part, and the Payables tab lists unsettled orders with their due date.
- STEP 1On the product record choose Add a supplier price and save the price with a date.
- STEP 2On the supplier record the What we buy tab shows their purchase prices.
05Actions
The most common tasks with suppliers.
Add a supplier
A new firm in the purchasing register.
Show material orders
Orders from all jobs.
Show supplier performance
Delivery punctuality over time.
CSV export
Suppliers from the current filter in one file.
06What it connects to
Choose a module to see where supplier details are used.
Subcontractors
A supplier sent to a project becomes a subcontractor.
Go to the topicSubcontractorsMaterials catalogue
You add purchase prices from a supplier on the product record.
Go to the topicMaterials catalogueSupplier analysis
Delivery punctuality and performance over time.
Go to the topicSupplier analysis