A supplier is a vendor in the shared register

What moves

A supplier is linked to a vendor record in Parties; approving an application links it to an existing vendor or creates one there. Procurement keeps a read-only copy of names and contacts, so a company is never typed twice.

Before you start

• Procurement in your plan (Parties is held by every workspace)

Step by step

1. SupplierProcurement & Tenders

   Sends an application through the public form.

   You see:The application waits in the queue.

2. BuyerProcurement & Tenders

   Approves it, linking an existing vendor or creating a new one.

   You see:The vendor exists once in Parties.

3. Procurement managerProcurement & Tenders

   Qualifies the supplier.

   You see:The supplier can be invited and awarded.

Related

• Contacts & Partners
• Procurement & Tenders
• Accounting customers and suppliers are parties
• Clean up customers and vendors by conversation
• Clients, subcontractors and banks are parties
• A customer entered by sales is invoiced by accounting
• A retired supplier disappears from everyone's pickers
• Connections between modules