Supplier
Store and manage supplier details, quotation requests, purchase orders.
Suppliers or vendors have unique portals to submit requests and fulfill orders.
Default payment accounts with commissions for each vendor are managed.
As admin, you can approve or reject invoices, requests, or orders from vendors.
Request of Quotation
Create a New request for quotation
Select material request (the items to be purchased)
Select Series, company, & supplier details in master table
Add standard reply template, terms & conditions, save
Suppliers los into your account to provide a quote
Supplier Quotation
Navigate to buying > purchasing > supplier quotation
Create supplier item quotation
Fetch address and contact in supplier master table
Add item, quantity, standard buying rate, & tax
Purchase Order Cycle
From the purchase order list, create new
Choose the supplier and required date
Customize address & contact, currency & pricing list
Select items & set quantity, pricing is auto-calculated
Set tax and charges, save to submit
Buying Settings
Configure supplier name
Default supplier group and buying price list
Purchase order and receipt required option
Maintain same rate throughout purchase cycle
Allow item to be added in transaction multiple times
Supplier Group
Create new Supplier group list
Manage supplier category & set parent supplier group
Set default payment terms
Monitor the constructed tree hierarchy or structure
Purchase Tax & Charges
Add purchase Taxes & charges template
Set tax type for rate
Template table (add or deduct, reference row, account head)
Default option to auto-apply on new purchase transactions
Supplier Scoreboard
Create Supplier data, currency, credit limit, default payable accounts
Supplier scorecard list period basis (weekly, monthly, yearly)
Scoring setup, supplier standing, criteria setup
Use of supplier scorecard variables & evaluable formulas
Supplier
Request of Quotation
Supplier Quotation
