Settings – SRM (Supplier Relationship Management)

What you can configure using the settings below is all based on what has been registered in the Basic data With "basic data" we refer to the static records in a database, for example parts, customers, users, work centers, etc. – SRM procedure.

Supplier status

The supplier status describes the status/relationship that you currently have with the supplier in question. The status of the supplier might be an actual supplier (which you can register orders to), or it might be a potential supplier, etc.

Date actual supplier

Here you can see the date when the supplier became an actual supplier.

Type

The supplier type describes e.g. in which line of business the supplier is active, or what kind or service the supplier is providing. The supplier type can e.g. be used as a selection term in different lists.

District

Here you can select a district for the supplier. District can be used e.g. as a selection term in different lists.

Purchasing agent

Here you can select a purchasing agent, that is, a person responsible for purchases made from the supplier. This can be selected among employees that have been registered as such. By clicking the button to the right you can access contact information for the person who is the "Purchasing agent"/Responsible for purchases. You can also open the chat function called Monitor chat by clicking the button. There you can send chat messages to that person. To be able to use the Monitor chat, the logged in user has to be linked to an employee.

Number of employees

Number of employees can be used to generate statistics. The intervals are loaded from the Basic data – SRM procedure.