01What it is
Suppliers is the register of the companies you buy from: trade name and legal name, registration details, address, contact, the e-mail for orders, payment terms, delivery time in days and account number.
Delivery arrangements go into 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 totals spend overall, over 12 months and over the last 30 days, and shows every order placed with them and the purchase prices linked to them in material records. People with finance access also see how much you owe them and what is overdue.
- TERMS ON THE RECORD
- Payment terms, delivery time and the e-mail for orders.
- SPEND AND DEBTS
- Order value and amounts owed on the record.
- HISTORY STAYS
- A supplier with orders and prices cannot be deleted.
02What it is for
You know whom to call
Contact people with their role for every supplier.
How much you spend with them
Spend in total, over 12 months and over 30 days.
Delivery time
The number of delivery days saved on the supplier record.
Where it is cheaper
Purchase prices from this supplier on the What we buy tab.
03Main options
The module has a list with tiles, a supplier form and a supplier record with tabs.
Supplier, category, group, type, contact and city
Tiles: all suppliers, with a tax ID and with an ordering e-mail.
- Filter by supplier category and group
- 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 due date, 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, link to the shop, contact persons and delivery arrangements
Spend, orders, payables and prices
Tabs: Overview, Orders, Payables (with finance access), What we buy, Photos.
- Tiles: total spend, spend over 12 months, last 30 days, owed and overdue
- A chart of spend over the last 12 months
- Menu: Show material orders, Show supplier performance
04Tasks step by step
- STEP 1Open Modules › Suppliers and subcontractors › Suppliers and choose Add a supplier.
- STEP 2Enter the trade name, VAT number, address and the e-mail for orders.
- STEP 3Choose the payment due date, enter the delivery time in days and add contact persons.
- STEP 4Choose Save supplier.
- STEP 1Open the supplier record.
- STEP 2The Owed and Overdue tiles show the amounts, and the Payables tab lists unsettled orders with their due dates.
- STEP 1On the material 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 for suppliers.
Add a supplier
A new company in the purchasing register.
Show material orders
Orders from all projects.
Show supplier performance
Delivery punctuality over time.
Export CSV
Suppliers from the current filter in one file.
06What it connects to
Choose a module to see where the supplier’s details are used.
Orders
Orders placed with a supplier appear on their record.
Go to the topicOrdersSubcontractors
A supplier sent to a site becomes a subcontractor.
Go to the topicSubcontractorsLiabilities
Unsettled orders are liabilities towards the supplier.
Go to the topicLiabilitiesMaterials catalogue
You add purchase prices from a supplier on the material record.
Go to the topicMaterials catalogueSupplier analysis
Delivery punctuality and performance over time.
Go to the topicSupplier analysis