Vendors

The Procurement -> Vendors section contains a list of all vendors.

This page allows:

• creating and editing vendors,
• checking the vendor's key performance indicators,
• accessing vendor details,
• accessing vendor reports - purchases, purchase terms,
• uploading vendors and purchase terms.

Jump to:

1. Tips and tricks.
2. How to record the contact information of a vendor?
3. How to generate documents for the vendor in another language?
4. How to set the vendor's currency?
5. How to set a default payment period for the vendor?
6. How to create a subcontractor?
7. How to import vendors?
8. How to import purchase terms from vendors?

Vendor's key performance indicators

• On time delivery percentage
  Each product in a purchase order is considered separately. If a vendor delivered 10 products, one is delayed, "On time" is 90%.
• Average delay
• Rejected units
• Rejected percentage

Tips and tricks

• Click Create to add a new customer.
• Drag the columns to rearrange them.
• Click Saved searches to save a search or use a saved search.
• Click Reports to see the vendor's reports.
• The table can be searched and filtered (see Usage tips for wildcards).
• A subcontractor is a vendor like any other, add it here.