Self managed suppliers allow you to build and maintain a supplier if the supplier does not wish to join Procure Wizard, it allows you to maintain the same aspects of a full system supplier such as a price file, delivery schedule and minimum order values.
📌 Note: If you do not set the supplier as being VAT registered then the orders placed with the supplier will automatically be set to 0 percent VAT, on the principal that they are not VAT registered and therefore do not pay VAT on goods purchased.
Click the Admin Cogs
icon along the top bar.
Click Suppliers, then click Manage Suppliers.
Click Self-Managed, then click Add Supplier.
Enter the following details about the supplier:
General details.
Feature Access.
Product creation. It is important to note that it is advisable to always use purchaser categories for all your self managed suppliers, this enables you to have a centralized and re-usable category matrix. By not selecting anything at this point will stop you from seeing product management within the supplier portal.
Product management.
Company address details.
Primary contact.
Geographical, tax and currency settings.
Company status.
Once populated with the information above click Create.