A supplier is a partner in your organization from which you order items and services.

In this function, you specify:

• The generally applicable purchase terms: currency, taxes, means of payment and shipping, etc., see Supplier [General].
• The families for which the supplier is qualified, which will facilitate searching for the supplier of an item; see Supplier [Qualifications].
• The order and invoicing contact information; see Supplier [Contact information].
• The items offered and their purchase terms; see Supplier [Catalog].
• The services offered and their purchase terms; see Supplier [Services].

To print the list of suppliers and their contacts, see Reports and printing.

 

Supplier statuses

Status management allows you to keep track of suppliers that you no longer use, either temporarily or permanently.

• Active: The supplier is approved.
• Inactive: POs must no longer (or must not yet) be placed with this supplier.
• Canceled: This supplier will never again be called upon. This status is irreversible.    

To change the status of a supplier, see Changing the status of an element.

 

About suppliers

The actions menu includes the following options:

• Importing the catalog price file: Update the prices in CARL Source from a file; see Importing rates.

 

The tracking/history menu includes the following options:

• Supplier evaluation: To know the figures that characterize a supplier's service year after year, Supplier statistics action.
• Purchase requests in progress: To display a list of the purchase request lines intended for the supplier and not yet completed, "View purchases in progress" action.