Overview:

The Suppliers Details Window in ITMS is used to access all the supplier's data including static information such as contacts, and address details, as well as Dynamic information such as Current and History Purchases, Delivery, Materials, Financial History and Contact Relation Management (CRM) notes. In the dynamic section all records can be opened using drill down methods.

In the Suppliers Details Window the following Tabs are used for Static Information.

Details Tab

General information including full Company Name, Address, Email Address, A.B.N., Trading Terms, and Personnel Contacts.

Supplier Info Tab

This tab enables users to make Internal Comments, create Job Ticket Text, and Invoice Text. The tab displays supplier information used for exporting data to the accounting system and purchase totals summary

More Info Tab

There is a 'Alert Message Text' feature for pop-up messages in regards to Orders, also a Default Transport Company function and a File Attachment area.

Access via Core Data Module, by selecting the 'Suppliers' option

Details Tab

Supplier Info Tab

More Info Tab

The following Tabs are for the Dynamic Information

Purchases Tab

Displays Current and/or History Material Purchases and Purchase Orders.

Delivery Tab

Displays all Purchase deliveries for the Supplier.

Materials Tab

Displays all materials supplied by the Supplier including the material codes, description, preferred supplier and prices.

Financial Hist Tab

Displays a four year history of monthly purchases for that supplier.

Notes Tab

Displays CRM Notes. (Contact Relation Management)

QA Tab

Displays Quality Assurance Records for this Supplier.

Last Revised: 15/12/2011