Akuiteo enables the creation of supplier or supplier prospect record sheets to be able to collect supplier information as well as the related contacts. You can also view all the quote requests, orders, reception orders, invoices and credit notes they have been allocated to.
A supplier or supplier prospect can be created on a company record sheet and then be visible on all the company other record sheets. If the supplier or supplier prospect is created in relation to a company, he can only be used in relation to this company.
Check that the Tabs display is activated in Edit > Preferences.
Tabs and descriptions
Tabs | Description |
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General | Allows you to enter general information linked to the supplier or supplier prospect like his identity, address or contacts. |
Finances | Allows you to enter supplier's financial information like accounting parameters, payment conditions, bank details, pricing method and VAT-related information. |
Marketing | Allows you to enter supplier's marketing information like statistical or juridical information, turnover or number of employees. |
Sites | Groups the list of geographical sites. To add a supplier site, click on the house icon on the right hand side of the table. |
Contacts | Groups the list of contacts (and their address) at the supplier's. To add a contact or contact prospect, click on the figure icon on the right hand side of the table. |
Affiliation Links |
This page allows you to link the supplier or supplier prospect to another supplier by precising the type(s) of link.
The default link types are:
|
Management Links |
This page allows you to link the supplier or supplier prospect to another supplier by precising the type(s) of link. It allows, for example, to modify the supplier who charges in the purchases vouchers.
The types of link by default are 'Third-party invoice', i.e. the supplier who charges and 'Third-party', i.e. the supplier or recipient of the purchase voucher who is not linked to the charging process. |
Additional Information | Displays a supplier's personalized information that you can configure from Tools > Setup. |
Activities | Gives the list of the supplier or supplier prospect activities in a table. This page can be used only if the Help desk support is active. You can access this tab via the Edit menu. |
Maintenance skills | The geographical parameter enables the delimitation of the geographical zone covered by the supplier or supplier prospect by indicating the departments, regions and/or countries. This information is used in the Help desk module. The professional perimeter allows you to mark out the brands and/or products proposed by the supplier or supplier prospect. |
See also...