Introduction
This is a useful directory to store supplier information set by Head Office as well as your own local supplier entries.
You are also able to request 'New Group Suppliers' here, request a 'Supplier Favourite' (this is a supplier that is already in the group supplier list) and raise 'Supplier Complaints' in this section.
Local suppliers will show up in the purchasing tool for you to record any Local Cash Purchases.
Assumption
You have the permission set to access this
Where do I find this
From within the Outlet > Company > Suppliers
Step by Step Guide
Click on Company, then Suppliers
You will see the options below:
Local Suppliers - here you can create a record for your local suppliers by clicking on the +Add button. Enter their details in the fields and click on the Add Supplier button. You will see the supplier listed in the display below. You will be able to choose the supplier when adding Local Cash Purchases in the Invoices area of the Purchasing tool.
Supplier Requests - Group Suppliers that you have requested to use are listed here with their current status. Head Office users are made aware of the request and will need to approve/decline. Previous Requests are also listed.
Request Supplier - You can request to add a new group supplier here by clicking on the Request Supplier button. A new page will load where you will need to add the suppliers details, once completed click on the Request button. A notification will be sent to the relevant Head Office user to action. Your request will be listed in the Supplier Requests area.
Request Favourite - You can request to be added as a favourite to use a group supplier that is already set up to supply the company. Click on the Request Favourite button, select the supplier from the Group Supplier dropdown and add notes in the Reason for Request box. Click on the Request button to save your request. A notification will be sent to the relevant Head Office user to action.
Supplier Complaints - If you have a problem with a delivery that you need to report to the supplier you can raise a complaint with your Head Office. Scroll to the bottom of the page to Supplier Complaints and click on Raise Complaint. Complete all the relevant information including any communication you've had with the supplier relating to this. Click on Send Complaint, which will send the complaint to your Head Office. A pop up will be displayed asking for you to confirm that you wish to raise the complaint, click OK. You will get confirmation that the complaint has been sent to Head Office, you can upload a document to support your complaint if need be. Details of the complaint will show up in the suppliers record in the Head Office area of the application. Click on Back to Suppliers to be taken back to the Suppliers page.