Suppliers

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Suppliers

 

 

Eritrium database contains a suppliers list that is used to identify the sources of products provided by your organization. Your Suppliers list is only used when setting up your products list and when managing purchase orders.

 

Suppliers are Business Partners with the role "Supplier" activated:

 

 

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The Suppliers window incorporates two additional tabs in the lower part:

 

Supplied Products

Purchase Orders

Inbound Delivery Notes

Supplier Invoices

 

To view all the suppliers in the system from the main window, navigate to the options tree option "Purchase Orders -> Suppliers"

 

To configure an existing Business Partner as a supplier just open it, activate the "Supplier checkbox" in the segmentation tab and save the changes.

 

To create a new Supplier from the main window navigate to "File -> New -> Supplier"

 

From the suppliers form the following actions can be performed:

Add Contact: It will generate a new contact person for the supplier.

Supplied Products: Opens the products management form for the products supplied by the company

Manufactured Products: Opens the products management form for the products manufactured by the company (when treated as a manufacturer)

Addresses: Opens the Addresses Management Form for the supplier.

Bank Accounts: Opens the Bank Accounts Management Form for the supplier.

Add Sales Opportunity: This option will generate a new sales opportunity for the organization.

Create Quotation: Eritrium will generate a new quotation for the organization even if there is no open sales opportunity generated.

Add Sales Order: Eritrium will generate a new Sales Order for the organization even if there is no sales opportunity or quotation previously created.

Add Trouble Ticket: Generates a trouble ticket for the organization.

Add Call: Generates a Phone Call for the supplier.

Send Email: Generates a new email to send to the supplier

Add Document: Allows users to add new or existing documents to the supplier