In this chapter we will detail how to create a supplier, starting with configuring their basic information.
Note: It takes about 4 minutes to read this article
Basic information
Create a supplier
In the system, click Supplier - > Supplier List, click the New Supplier button in the upper right corner to start creating suppliers.
Supplier name configuration
Enter key information such as supplier name and billing currency on the page, and set the supplier's location (for example, the supplier's service city is Thailand Bangkok, set to Bangkok). If you have signed a contract with the cooperative supplier, you can also enter the name of the contract in Contract Name.
Supplier contact information configuration
The BookingMeta system allows you to set up different contact information for suppliers. Of course,we can also add multiple contacts and set up different contact information for them.
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Business contact : When the supplier contact person we want to connect with is a business person, you can select the contact person as a business contact and set the contact information.
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Order contact : When the supplier contact person we want to connect with is OP and other operators, you can select the contact person as the order contact and set the contact information. When an order is generated, we need to automatically notify the supplier. At this time, we need to set the supplier contact as the order contact, and set the corresponding email address.
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Settlement contact : When the supplier contact we want to connect with is in finance, you can select the contact as settlement contact and set the contact information.
Supplier order notification function
BookingMeta system has an order notification function, you can decide whether to activate this function according to your own needs. After activating, the notification email will be sent to the supplier's order contact. Please set the order contact and contact email in advance.
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If you place an order with the supplier by email and select "Notification", the system will automatically send an email to the supplier to place an order.
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If you place an order with the supplier through the internal association, select "Notification", and the system will automatically push the order to the supplier through the internal association.
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If your supplier receives the order through the background of the system and selects "Notification", the order will be synchronized and visible in the supplier interface, and if the order needs to be confirmed twice, the supplier will receive a new order prompt.
Of course, for some distributors orders, we do not want to automatically notify suppliers, they can be set here. For example, when you do promotional activities in a distribution platform, you need to do order consolidation, orders need to wait for you to manually merge before sending them.
Supplier booking remark settings
Some booking remark between us and suppliers can be filled in here. The information set here will appear in the order list, which can be viewed by clicking the supplier name, such as:
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If your current supplier needs to go to the other party's website to place an order, at this time you can fill in the account number, URL and account password of the other party's website into the booking remark. BookingMeta system will save its encrypted storage to ensure security, do not worry about information leakage. If you do not want every employee to see this important information, the system also provides permission settings to help you distinguish users to manage the visibility of this information. You can also set different permissions for different employees in the role and permissions in account management, click Role & Permission - > Permission management - > Order .
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Remind the OP of the precautions when operating the order, etc.