In the Supplier module, you can register all the suppliers used by your company. These may be suppliers that deliver directly to the company, or producers that produce on behalf of a supplier. Suppliers can be linked to records in other modules such as Nonconformitiesnonconformities, Taskstasks, Checklistschecklists, and Projects projects in order to provide an overview or to generate reports. The module can also be used in connection with initial or annual supplier evaluations. By registering the producers of the suppliers, you can also carry out evaluations of them if required.
A supplier can be a supplier, a producer, or both. A producer produces goods that a supplier sells. An example is the sale of cars. In this case, the producer is the one producing the car, while the car dealership sells the car.
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Note: This page displays an example with a supplier. The same procedure applies to producers, except that "Is producer" and "Approve producer" must be used instead of the supplier-specific fields used in this guide. |
Create new
1. Go to the supplier module and click New supplier.
2. Complete the fields, select whether it is a supplier, a producer, or both, and click Save.
Alt. 1: If the supplier sells goods from a producer, you can link the producers to the supplier in the form. If a producer manufactures goods for a supplier, you can link the supplier to the producer in the form.
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Info: Some fields in the form may be hidden. To display all available fields, activate the configuration mode. |
Contact persons
Contact persons for the supplier can be added in two ways: either directly in the supplier form or by linking them to the supplier from the contact person register. The contact person register is a separate module. To link the supplier to persons from the contact person module, the supplier must be saved first. New contact persons associated with the supplier can also be created directly from the form. This is done by clicking "Create and connect new contact".
Suppliers and producers
Alt. 2: If the supplier sells goods from a producer, or if a producer manufactures goods for a supplier, you can link the producers and suppliers in their respective forms.
Contact persons for the supplier can be added in two ways: either directly in the supplier form or by linking them to the supplier from the contact person register. The contact person register is a separate module.
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Info: Some fields in the form may be hidden. To display all available fields, activate the configuration mode. |
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Approve supplier
Suppliers can be approved in the form. When a supplier is to be approved is determined by each individual company. A supplier can, for example, be approved after the annual supplier evaluation has been completed or through an assessment carried out by a second party.
To approve a supplier, tick the "Approve supplier" field and click Save.
The form displays when and by whom the supplier was approved.
In the supplier overview, approved suppliers are displayed with a green tick.
Supplier evaluation
Supplier evaluations can be registered in two places in the system: either in a document registered on the supplier or by using a checklist linked to the supplier. If a document is used, a template can be created in the document library and then used to generate new documents when carrying out an evaluation. If the checklist module is used, an evaluation can be created and completed internally, or a checklist response can be requested from the supplier. The supplier does not need to log in to the system to complete the response.