Supplier Management
Supplier Management
By Cristian and 2 others3 authors72 articles
Suppliers
Manage Suppliers
- Manage new supplier trading relationshipsIf you need to confirm the trading relationship before being able to use the new supplier, you can do this within a few simple steps.
- Automatic order management tolerance settingsIf you need to manage the tolerance levels of invoices, you can do this within a few simple steps.
- Add site to a supplier price listIf you need to manage the site connections to a supplier's price list, you can do this within a few simple steps.
- Input internal account codesIf you need enter or change your internal account code set against each supplier, you can do this within a couple of simple steps through supplier management.
- Changing the order management settingsIf you need to manage or review the order management settings of your suppliers, you can do this within a couple of simple steps.
- Manage trading relationships with suppliersIf you need to manage or view your trading relationship with your suppliers, you can do this within a few simple steps.
- Price list export by date reportIf you need to export a price list by a future date, you can do this within a few simple steps.
- Manage future invoice datesIf you need to allow or remove the ability to add future invoice dates, you can do this within a few simple steps.
- Manage the requirement for price approval on a supplier basisIf you need to activate or deactivate the requirement for all prices to require approval, you can do this within a few simple steps.
- Manage the status awaiting acknowledgement for orders and creditsIf you want to manage if credits or orders go through the status awaiting acknowledgement, you can do this within a few simple steps.
- Manage site linkage to Ad hoc supplier groupIf you need to attach a site to an Ad hoc supplier group, you can do this within a few simple steps.
- Manage a suppliers minimum allowed credit valueIf you need update the supplier's minimum allowed credit value, you can do this within a few simple steps.
- Manage account codes for Ad hoc suppliersThe following article outlines how to update and enter account code or vendor codes for Ad hoc suppliers.
- Self managed supplier categoriesThe following article explains which should be the default option for categories for all your self managed suppliers.
- Automatically move orders from Checked and Balanced to CompletedYou can update Supplier settings to ensure orders move automatically from Checked and Balanced to Completed.
- Supplier bank detailsIf you need to review or update your supplier's details such as bank details, please read the following article.
- Set up an Ad Hoc supplierIf you need to create a new Ad hoc supplier, you can do this within a few simple steps.
- Create a self managed supplierIf you need to create, build or add a new self managed supplier, you can do this within a few simple steps.
- Send mass communication to suppliersIf you need to send out a communication to all your suppliers, the below article outlines what is currently available.
- Send a test order to a supplierHow to send test orders to the supplier. How to test if the supplier will receive an order by email.
- Deactivate an Ad hoc supplierTo manage which suppliers are active in the Ad hoc supplier group/s, you can do this within a few simple steps.
- Checking which mini market a supplier is attached toIf you need to review which mini markets a supplier is connected too, you can do this within a few simple steps.
- Advanced stock automatic depletion of stock from self managed supplierIf you need to manage the orders automatic outlet assignment rules for a self managed supplier, you can do this within a few simple steps.
- Setting up auto mapping for auto created orders & creditsIf you need auto assign auto created orders to a mini market, department and user, you can do this within a couple of simple steps.
- Can't see Self Managed SM Supplier when creating IP scanCan't see Self Managed SM Supplier when creating IP scan. Self Managed SM Supplier not visible when trying to create IP scan.
- Find supplier delivery schedulesYou can find supplier delivery schedules, in a few easy steps.
- Create a credit note from an order that has failed a 2 or 3 way checkI do not have the option to create a credit note on the order. How to create a credit note from an order that has failed a 2 or 3…
- Order auto push settingsHow to auto push orders through. Reasons why the status log showing auto push and a user is unable to perform this action.
- Managing the orders that fall into does not balance due to under chargesIf you need all orders to fall into the status does not balance including under charges, you can do this within a few simple steps.
- Back orders explainedIf you need to know when and how back orders are created in the system, all aspects are covered in the below article.
- Create credits disabled for supplierIf you need to manage the ability to create credits at supplier level, you can do this within a few simple steps.
- Supplier products are not showing in the mini marketSupplier is no longer listed in the mini market.
- Update supplier delivery schedules for full system suppliersThis article gives some basic information about supplier delivery schedules.
- Manage minimum order value, items or delivery charges for self managed suppliersIf you need to set or update a minimum order value or delivery charge for a self managed supplier, you can do this within a few simple steps.
- Setting a minimum credit creation valueif you need to manage the minimum credit creation limit, you can do this within a few simple steps.
- Unable to change the settings in the Order Mgt tab in the supplier accountsYou can enable credit and return creation for suppliers when the Order Management settings are disabled.
- Setting orders and credits to auto acknowledgeIf you need to set orders or credits to auto acknowledge to skip this stage, you can do this within a couple of simple steps.
- Manage price files for self managed and ad hoc suppliersIf you need to update price files of self managed or ad hoc suppliers, you can do this within a few simple steps.
- Export suppliers within a Ad hoc groupIf you need to export the suppliers created within a Ad hoc group, you can do this within a few simple steps.
- Move a self managed supplier to full systemIf you need to move an existing supplier to a full system, you can do this within a few simple steps.
- DRS - deposit return scheme - for self managed suppliersIf you have a supplier that has not setup the deposit return scheme or needs help setting up DRS, you can do this within a few simple steps.
- Managing the currency of a self managed supplierIf you need to update the currency of a supplier, you can do this within a few simple steps.
- Updating or adding primary contacts for suppliersIf you need to update the contact details for your supplier, you can so this within a few simple steps.
- Change EDI setting for new orders to portalHow to change EDI setting for new orders to portal. Suppliers unable to make amendments to invoices.
- Automatically acknowledge credits for the supplierHow to automatically acknowledge all credits.
- Manage order email address for self-managed suppliersIf you need to update the order sending email address for a self-managed supplier, you can do this within a few simple steps.
- Deactivating an Ad hoc SupplierHow to deactivate an Ad hoc Supplier.
- How to confirm a trading relationship with a supplierRed crosses appearing under the relationship fields. Supplier missing and not available.
- How to view all suppliersThere is a supplier missing from the list.
- Change the name of a SupplierHow to change / amend the name of a Supplier.
- Detaching sites from a Price ListHow to remove a site from a price list. How to stop a site from ordering.
- How to log in as a Self Managed or Ad hoc SupplierThis article describes how to log in as a Self Managed or Ad hoc Supplier.
- How to search for a supplier within the Ad Hoc Suppliers ListHow to see if this ad hoc supplier is already listed. How to check if there already is an ad hoc supplier on the system.
- Unable to find products in MP Scan for Ad Hoc SuppliersCan't find the products in MP scan when using the codes. Reasons why the products are not showing for this supplier in MP Scan.
- Contact the SupplierWhere to see the contact details for the supplier.
- Edit the details of an Ad hoc supplierIf you need to update any details regarding the Ad hoc supplier, you can do this within a few simple steps.
- Exporting supplier price fileIf you need to export the suppliers price file, you can do this within a few simple steps through reporting or manage suppliers.
- View minimum order values per site on screenIf you need to view your suppliers minimum order values, you can do this within a few simple steps.
- Adding sites to a price fileIf you need to attach or remove a site from a supplier price file, you can do this within a few simple steps.
Recent Price Changes
Approve or Reject Recent Price Changes
- Delisting Products directly from the supplier's price listIf you need to remove a product from your catalogue and are unable to contact anyone from the supplier to do this, you can do within a couple of simple…
- Purchaser workflow following supplier products uploadIn this section, you’ll find guidance on what happens after a supplier uploads products to Procure Wizard. It explains how purchasers can review the items and either reject or approve…
- Accept or reject price changesIf you need to approve, authorize or reject price changes or new product SKUs, you can do this in a couple of steps.
- Running a price impact reportIf you need to run a report to see how the price changes will impact the business, you can do this by running a report within a few simple steps.
- View who approved or declined pricesIf you need to view or report on who approved or declined price changes, you can do this within a few simple steps.
- No price showing on a productThis article explains why no price is showing on a product.
- Price change overviewIf you need to review price changes, you can do this within a couple of simple steps.
- View recently delisted productsIf you need to report on and view which products have been recently de-listed by your suppliers and the impact this has had to your dishes and recipes, you can…
- Report for recent products uploaded to systemReport showing all the new products uploaded by the supplier. How to find out what products were uploaded in a certain timeframe.
- Unable to find product after rejecting new price changeUnable to find product after rejecting new price change. Can't find item after declining price.
- View price impact dates of productsIf you need view the price impact date of recent price changes, you can do this within a couple of simple steps in the recent price change report.