How To

How to Include Suppliers to the “included supplier” list and how to use the list?

How to include suppliers to the “included supplier” list and how to use the list?

After receiving quotes for and order from multiple suppliers, a decision must be made on choice of supplier for the order. In the example below 3 suppliers have been included in the order. Here is how to interpret the information in the “Included suppliers” grid and how to select one of the suppliers for an order.

The “included supplier” grid

The “Included supplier” grid buttons (Functions):

[Add e-commerce supplier]: If you know you want to add a supplier that is using the ecommerce portal your system is configured with, clicking this button will open the “supplier picker”, only including suppliers that are available through the e-commerce portal.
[Add supplier]: Clicking this button will open the supplier picker listing all “suppliers” Please see the chapter: How to use the Supplier picker? For more details on the features and functions for this picker
[Remove Supplier]: Will delete the supplier from the included supplier list. Any quotes received for the supplier, for the current order will be lost.

The “included supplier” grid in detail

The first column does not have a name, but in it each supplier included in the list will be given a letter. A, B, C etc… based on this grid alone it is hard to see the point to this. But if

you click the “Order Lines” tab, and then the “Pre-quotation” sub tab, you will see that the first columns in this grid mirrors the letters from the “Included supplier” grid (ref image below). Hovering the mouse over each column will show the Supplier name as a tool tip. Each column contains a check box, removing the tick for a supplier, will exclude the order line from any RFQ or Order you send to this supplier. This is to allow users send RFQ to multiple suppliers, and exclude certain order lines from the RFQ, if it is known that the supplier does not supply those items.

The after-quotation grid, showing the supplier letter columns

The second column does not have a name either. If the supplier is an e-commerce capable supplier and icon will appear in this column.

Name: This column will show the name of the supplier

The fourth column: Again, the column does not have a name, but this column will show an icon indicating that there is a trade\supplier agreement with the supplier. There are 3 versions of the icon indicating the status of the trade agreement.

The supplier is tagged to have a supplier agreement, and it is still valid, with more than 90 days until the agreement expiry date is reached.

The supplier is tagged to have a supplier agreement, but it will expire within the next 90 days.

The supplier is tagged to have a supplier agreement, but the set expiry date for the agreement has expired.

Contact person: This column will show the “default supplier contact”, if one is defined for the supplier. It is possible to double click the cell to change or select one of the available supplier’s contact persons.
Currency: This column will by default show the currency the supplier is configured with. It is possible to double click the cell to change the supplier currency for individual orders if needed. When a supplier is selected this currency will become the orders currency.

QA Status: This will show the suppliers QA status if set. For more details on how this “QA status function work please see the chapter: How does the “Approved Supplier” (QA status) functions work?

Grade: This column will show the latest supplier assessment grade achieved by the supplier. The column will reflect both grade and grade colour. A separate user manual is available for the supplier assessment function in TM Master.

QL/OL: This column shows how many of the order lines (OL) have price information on the quote lines (QL) from the supplier. If an item is excluded for a supplier, the OL representing the total number of order lines will reflect this.

Quote (<CUR>): This column will reflect the total quoted price from the supplier, the price is converted to the “Ship Currency”. The “<CUR>” will reflect the unit currency.

“Included supplier” grid right click menu options

Right clicking a supplier in the “included supplier” grid will give the following options.

«Open Supplier»: Will open the detail form for the supplier
«Add Supplier»: Will open the supplier picker
«Remove Supplier»: Will remove the supplier right clicked
«Select as supplier»: Will select the supplier for the order, and update the order details for more details on this function see chapter: How to select a supplier for an order?
«Deselect selected Supplier»: If the right clicked supplier is the current “Selected supplier” the supplier will be de selected, leaving the order without a selected supplier.
«Update order with supplier/quotation data»: If quote details are modified after a supplier is selected, this function will update the order details
«Update supplier details»: When a supplier is selected for and order, some of the supplier details are stored in the order. Changes made to the supplier after it is saved to the order will not apply. To update the supplier details in the order this function can be used.
«Select contact person»: Will open the “Contact” picker, to set or switch the right clicked suppliers contact person. (Same as double clicking the “Contact” cell, in the grid)
«Remove contact person»: Will remove the contact person selected for the right clicked supplier.