This help article was translated using AI and may contain inaccuracies. If you are unsure about any information, please refer to the original version in French for accuracy.
1. Create a new supplier
To perform this operation, go to the "Order Management" section, select the "Suppliers" option, and click on "New Supplier". You can then enter the supplier's name and set up price control upon receipt.
2. Create a profile
A profile allows you to define the supplier's ordering and delivery terms. It is possible for the same supplier to have multiple profiles with different settings. You must create at least one profile to be able to place an order with this supplier.
Go to the "Profiles" tab, then click on "New Profile" and here you can define your supplier's conditions (minimum order, order deadline, delivery days, delivery fees). Finally, click on "Save".
3. Associate supplier profiles with sites
It is now time to associate supplier profiles with sites. To do this, go to the "Sites" tab and select "Add a Site". You can then choose the corresponding profile as well as the concerned site. Don't forget to click on "Save" to validate your choices.
4. Add a contact
It is essential to provide the contacts for each of your suppliers, otherwise, they will not receive the purchase orders. Note that you can add multiple contacts for the same supplier.
To do this, go to the "Contacts" tab, select the correct profile, and enter the contact's name, as well as their email address and/or phone number. Don't forget to click on "Save" to validate your choices.
💡You have the option to send your purchase orders via email, SMS, or WhatsApp, according to your supplier's preferences.
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