Who is this article for?

Users who are going to use the module day-to-day.

Supplier User (SUPUSR) or higher permissions are required.

Businesses everywhere have an increasing interest in:

• controlling their supply chain from supplier to customer.
• ensuring the quality and value for money of the goods and services they receive.
• maximising profit on the goods and services which they supply.
• being able to trace the source and treatment of each part in the supply chain.

Supplier Manager help address these needs and integrate bespoke processes with linking, where appropriate, to the other available modules.

It offers several facilities that allow you to register approved Suppliers, maintain a file of available Products, and operate a controlled schedule of reviews.

1. Administration
2. Suppliers
3. Products

We recommend following the below diagram as you work your way through configuring each area, to ensure all records are stored correctly.

1. Administration

This area is for the creation and maintenance of key data required to run the module.

• Configuring the Supplier Manager Module Settings
• Setting up Action Types and Workflows
• Creating and Amending Categories
• Creating and Configuring Supplier Manager Reports
• Configuring the Phrases Table
• Emails and Notifications for Supplier Manager
• Quick Reference for Command Icons

2. Suppliers

This is your register for all your supplier records logged within Supplier Manager.

• Creating and Reviewing Supplier Types
• Creating and Reviewing Supplier Records
• Creating and Managing Supplier Contacts
• Creating and Managing Supplier Manager Metadata Types
• Reviewing Records in Supplier Manager
• Associating Items with Suppliers and Supplier Types

3. Products

This is your register for all your product records logged within Supplier Manager.

• Creating and Managing Product Types
• Creating and Reviewing Product Records