Vendor

Vendor ref card

SPM documentation of version 2.2.1.2 - December 31th 2009 – Written by Rémi Equoy - Updated 27 April 2010

Introduction

Introduction

The Vendor third party (or entity) can be a supplier, a manufacturer, a repair station or any kind of company which will be able to propose a product or a service.

The Vendor ref card or Vendor form describe a vendor in SPM :

Vendor code and name

A vendor always have an unique Code (cage code) and Name.

Unapproved vendor are displayed in RED into the PN form, the PN infos forms and the vendor list form (see Vendor certifications).

Approved by : Latest person having approved the vendor (If approved).

Approval date : Date of approbation (available only if the vendor is approved).

To choose a vendor, type the code or the name (at your convenience) in a Vendor field and then push the [Enter] key.

If it exist, SPM will find and link the vendor :

If the entry doesn't match, an available vendor list will appears :

The list is an intuitive list refreshed instantaneously when you type letter. Code OR name search are allowed.

Vendor addresses

A vendor always have an unique Code (cage code) and Name. Main address enables to type the customer's main address which will be the default invoicing and delivery address.

Outlet address enables to define another or many other address for each site of this company.

One address can be set as default address in place of the main address.

Once a vendor is selected in a vendor order (or RFQ), main address or default address will be copied by default.

If the vendor has more than one address, the user will be able to select the wished address in the concerned document.

Contact

This tab enables to define contact inside the vendor company or a person which is an interlocutor for this vendor.

Use push-down menu (by right clicking) to open the contact form :

By default, Phone and Fax numbers will be copied form the Customer form.

Forwarding agent

This tab enables to add (to link) one or more forwarding agent to a vendor.

Use the push-down menu by right clicking to update the list of linked forwarding agents :

The list of existing forwarding agent is proposed but you can create a new forwarding agent at this point if it's necessary.

A vendor may have one or more account with a forwarding agent. This account can be saved in the account column.

Distributor for

This tab enables to add (to link) one or more distributor to a vendor. A Distributor is generally speaking exclusive for a specific country or region of the world or for the entire world.

Represented by

This tab enables to add (to link) one or more representative of a vendor. A representative is generally speaking not exclusive.

Certifications

This tab enables to add the certificates awarded or discerned to the vendor :

The list of certificate type is managed in the general data (see General Data).