SUPPLIER

Users can create one or more suppliers in this tab.

Create a new Supplier

1. Navigate to Home > Sourcing > Supplier

2. To create a new Supplier, mouse-over Actions and select New Supplier.

   

3. In the New Supplier dialog box, enter the Supplier name and select the Is Agent and/or Is Supplier check box if the supplier is an agent and/or a supplier.

   

4. Click on Save.

5. The following attributes are displayed in the default view:

• Supplier: The name of the Supplier defined at the time of creating a Supplier

• ID: Click anywhere within the cell and enter a unique identification number for the Supplier (Alphanumeric).

• State: The State is defined as Pending by default. User can change the state to either Approved or Inactive to render the Supplier inactive.

           

When users select the Blank option, the State clears. Users can order samples from

a Supplier with a Pending state, but a Supplier must be Approved before user can

order production level Materials; users cannot order Materials from a vendor in an

Inactive state.

• Is Agent: This check box is selected by default to define the supplier as an Agent. If the selected Supplier is not an Agent, de-select the check box.

• Is Supplier: This check box is selected by default to define the supplier as an active Supplier. If the selected Supplier is not an active Supplier, and is either Agent or Warehouse, then de-select the check box.

• Is Warehouse: This check box is selected by default to define the Supplier as a Warehouse. If the selected Supplier is not Warehouse, de-select the check box.

• Country: One or more Countries that are defined on the Sourcing > Setup > Country tab are displayed here and available for selection from the drop-down menu.

• Agent: From the drop-down list, select a Supplier as an Agent.

          

The drop-down will display only Supplier who are Agents. This field is non-editable

for a Supplier who is an Agent or Warehouse. When user select the Blank option, the

Agent clears.

• Suppliers: From the drop-down list, select the Suppliers (sub-suppliers in case of outsourcing).

• Factories: Select one or more factories from the drop-down list. One or more factories can be defined on the Sourcing > Factory tab.

          

The field is non-editable for a Supplier who is an Agent or Warehouse.

• Port of Origin: Select the port of origin from the drop-down list. One or more shipment ports can be defined on the Sourcing > Setup > Shipping Port tab.

• Action: This column has icons for edit, delete etc.

Alternatively the check boxes can be selected directly in the table. Select Is Warehouse check box to indicate that the  supplier is also a warehouse.

          

If user does not select any check box, the Supplier will be considered as a Supplier

by default. User can select a Purchase Order only if a Supplier is selected as a

Supplier.

Update other information in the Supplier table.

NOTE: The editable fields are indicated with a grey triangle in the corner of the cell.

The newly created Supplier displays the State as Pending. You can approve the Supplier by selecting the Approved option. The state changes to Approved. To deactivate the Supplier, select the Inactive option. The State changes to Inactive.

If the Supplier is not an agent, select the agent in the Agent field.

If the Supplier is an Agent, mouse over Supplier and select the Edit link in the Tool Tip Action box to open the Select Suppliers dialog box. All Suppliers defined as Suppliers are displayed here. Select the Supplier and click on Save.

NOTE: The field is editable only for agents.

If the Supplier is a Factory, mouse over Factories and select the Edit link in the Tool Tip Action box to open the Select Factories dialog box. Select the factories and click on Save.

Click on Supplier to view its properties and to add contact details.