The supplier card contains all of the information about the supplier and his activity and relationship with the organization. This is the main tab of the Supplier card and displays the general details of the supplier, as well as additional related contacts.
The Supplier card contains the following tabs:
- Contact Details - The main tab of the supplier card, as will be described below.
- Relationship. The relationship log of the supplier that includes meetings, phone calls, service tickets, SMS messages and audio recordings. For further information Click here.
- Documents - The related documents and files of the supplier. For further information Click here.
- Purchase Order - Create a new purchase order and view all of the previous orders of the supplier. For further information Click here.
- Accounting - The accounting rules of the supplier, commissions and invoices. For further information Click here.
- More Info - Additional customized information, according to the requirements of the organization. For further information Click here.
The Contact Details tab is the main tab of the supplier card and includes the following sub-tabs:
- Additional Contacts
In this tab, fill in the Supplier's contact details and general information. Additional descriptions and explanations about the information fields can be found at the bottom of this page. Please note - mandatory fields are marked with . Also, please pay attention to the supplier description fields at the top of the window:
|Supplier Full Name||This field contains the Last Name and the First Name of the supplier.|
|Supplier Number||An automatic and unique supplier number, given by the system.|
|Middleman||Any supplier can be defined as a Middleman. This supplier will be available to defined as a Middleman in the organization's clients cards.|
|Handling Status||The current status of the supplier.|
This tab is used for updating additional contacts of the supplier, and to sort and organize them according to their Agency / Division. At the top of this tab there is a searching field to search for a contact person by his name. This tab has two main areas:
- Contacts list - The list of the contacts sorted by the Agency / Division.
- contact details - Contact details and general information about the contact person. Additional information about the information fields can be found at the bottom of this page.
Please Note - mandatory fields are marked with .
There are few action buttons in this page:
|Add Record||Add a new contact person.|
|Create Mail||Send an Email message to the contact person.|
|New SMS||Send SMS message to the contact person.|
|New Meeting||Create a new meeting with the contact person.|
|Print an Envelope||Print the details of the contact person on an envelope.|
|Copy Contact to a Letter||Copy the details of the contact person to the clipboard.|
|Delete||Delete the contact person.|
This tab displays the location of the Supplier by using "Google Maps":
|Verify Address on Google||In order to see the location of the supplier, fill in the exact address in the Main tab. The system will also display the GIS Latitude and Longitude.|
|Zoom In / Zoom Out||Change the map view.|
|Save Map Image||Save the map image in this tab.|
|Open Google Interactive Map||Open the browser to view this location in Google Maps.|