Supplier Management
A quick start guide to the Supplier Management area within OneBoxBM.
Supplier Management
From within supplier management you can
- Create new supplier records.
- Update existing supplier records.
- You can restrict access to the various parts of the supplier record; see the permissions section below for further details.
- Delete supplier records.
Supplier Records
Supplier records are split into several distinct tabs/sections, with access to each tab/section being controllable using the permissions system.
- Summary: Includes some of the suppliers key details, such as their name, status, supplier group, contact and location information.
- Details: Manage each suppliers details such as the suppliers name, status, and supplier group.
- Contacts: Manage each suppliers list of contacts.
- Locations: Manage each suppliers list of locations/addresses.
- Comments: Leave comments against supplier records.
- Documents: Manage the list of documents stored against each supplier.
Permissions
You can restrict access to the various parts of the supplier record; listed under the supplier records section above.
This allows for a great deal of flexibility as the system can be configured to:
- Allow all users to view the just the basic details for each supplier in the system.
- Allow all users to view the full details of every supplier in the system.
While allowing specific users to manage the supplier data.