Suppliers

The Suppliers section in Saftwares helps you manage relationships with vendors and service providers. Here's what you can do in this section:

Suppliers overview

The suppliers overview provides a comprehensive list of all suppliers your organization works with. Here you can:

• View a list of all active and inactive suppliers
• Search and filter suppliers by various criteria (e.g., category, location, status)
• Access individual supplier profiles

Adding a new supplier

To add a new supplier to Saftwares:

1. Click the "Add Supplier" button in the Suppliers section.
2. Fill in the required information:
   • Supplier name
   • Contact details
   • Category or type of service
   • Payment terms
   • Tax information
3. Submit the form

Once added:

• The supplier will appear in the suppliers list
• You can start creating orders or linking transactions to this supplier
• Relevant team members can access the supplier information

This process streamlines vendor management and procurement activities.

Editing supplier information

To modify supplier details:

1. Find the supplier in the suppliers overview list.
2. Click on the "Edit" button (the dots icon) next to the supplier name.
3. In the edit form, you can update various details such as:
   • Contact information
   • Payment terms
   • Performance ratings
4. Make the necessary changes in the editable fields.
5. Click "Save" or "Update" to confirm the changes.

Viewing supplier details

To access comprehensive information about a supplier:

1. Locate the supplier in the overview list.
2. Click on the supplier name or the "View" button.
3. This will open the supplier's detailed page, where you can see:
   • Full contact information
   • History of orders and transactions
   • Performance metrics
   • Associated documents (e.g., contracts, certifications)

The detailed view provides insights into your relationship with each supplier.

Deactivating a supplier

When you no longer work with a supplier:

1. Find the supplier in the suppliers list.
2. Click on the "Deactivate" button.
3. A confirmation dialog will appear.
4. Confirm the action by clicking "Yes" or "Confirm."

Important considerations:

• Deactivating a supplier does not delete their information but prevents new orders.
• Historical data related to the supplier is retained for reporting purposes.
• You can reactivate a supplier if you resume working with them in the future.