Suppliers

Welcome to the Supplier Site! Here, you can manage your suppliers efficiently by creating new supplier records and overseeing all existing suppliers. This functionality helps streamline your procurement process and keep track of your suppliers in one central location.

Once you’ve added suppliers, you can view and manage them from the Supplier Site. Here’s how to access and use the supplier overview:

View Supplier List:

  • Inside the Company section, navigate to Suppliers to view a complete list of all suppliers currently registered in the system.

Search and Filter Suppliers:

  • Use the search bar to find specific suppliers by name or other criteria.

  • Apply filters to narrow down the list based on different attributes, such as contact details or business status.

View Supplier Details:

  • Click on any supplier in the list to view detailed information, including contact details, business information, and transaction history.

Manage Supplier Records:

  • From the overview, you can:

    • Edit: Update supplier information as needed.

    • Delete: Remove a supplier from the system (ensure this action is confirmed as it will permanently delete the record).

Benefits of the Supplier Site:

  • Centralized Management:

    • Keep all your supplier information organized and accessible from one place.

  • Efficient Supplier Tracking:

    • Easily track and manage your suppliers, ensuring smooth procurement processes.

  • Enhanced Data Access:

    • Quickly view and update supplier records, improving your ability to make informed decisions.

By utilizing the Supplier Site, you’ll streamline your supplier management and ensure that your procurement operations are efficient and well-organized.

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