Suppliers

Purpose

This page manages vendor records so delivery checks are linked to the correct supplier and performance can be tracked over time.

Prerequisites

• You need vendor contact and identification details.
• Users must have permission to create or edit supplier entries.
• Internal approval rules for preferred suppliers should be known.

Main Actions

• Create and maintain supplier profiles.
• Store contact and operational details.
• Mark preferred or approved suppliers as needed.
• Review supplier-linked delivery history.

Field/Status Reference

• Supplier Name: Primary vendor identity used in intake flows.
• Contact Details: People, phone, and email for coordination.
• Status/Approval: Operational state such as active or preferred.
• Notes: Contract, quality, or handling requirements.
• Linked Deliveries: Related intake records.

Workflow

1. Create or verify supplier record before receiving.
2. Add key contacts and operational notes.
3. Apply approval/preferred status where relevant.
4. Use supplier entry during incoming delivery logging.
5. Update details as vendor terms or contacts change.

Connections

• Supplier records are selected in Incoming Deliveries.
• Supplier performance can be reviewed through Delivery Hub trends.
• Supplier quality issues may connect to corrective and incident records.

Common Mistakes

• Duplicate suppliers with slightly different names.
• Missing critical contact details for escalations.
• Outdated status leading teams to use incorrect vendors.

Troubleshooting

• If duplicates exist, standardize naming and merge records.
• If supplier cannot be selected, verify active status and permissions.
• If delivery history appears incomplete, check filters and date ranges.

Quick Tips

• Use consistent naming conventions for all suppliers.
• Review inactive or stale records monthly.
• Add practical handling notes that receiving teams can act on quickly.