How to access the pool of vendors in the System
A supplier is a vendor providing you a service. This could be a company (LSP, agency) or a person working as freelancer in any of the projects. Each supplier excels in a certain language and/or domain(s) of expertise. The Suppliers screen provides a list of all supplier companies currently in the system. It can be used to quickly view the details of the vendors that work with you, make changes, negociate rates or adding new Supplier companies.
To access the supplier management screen, click on Suppliers in the toolbar and the screen will appear as shown below (on mouse over some actions will also be proposed).
The following clickable options reside on the Suppliers screen:
- New Supplier - Add a new supplier company to the system.
- Invoices - View supplier quotes and invoices in the system.
- Search - Search for a specific supplier company or set of suppliers based on a set of entered criteria.
- Select - access the supplier company profile to view the information and update it if required.
By default, the displayed information is in alphabetical order by name; however, you can click on another column to change the order by country, city, etc. Additionally, you may click on an Email to send a message to the contact for that supplier company.
If you click on a company name in the Name Column, then an pop-up window will appear showing additional information about the supplier. If it is an external supplier (not your company), then you will see the name, address, country, login, email and contact information for that company. You may click on the following:
- Go to details - See the details of that vendor.
- View - View current login information and make changes.
- Email Address - Send a message to the primary contact for that company .
However, if the company is your own, then you will see My Company and the current work information as well.
In the Login Column, icons are displayed to show if the client has a login to the supplier portal. By clicking on the icon, you will be redirected to the People & Logins Tab for viewing or making changes to this information.
A checkbox resides next to each client in the list. You may tick this checkbox to select one or multiple companies and then click on the Print or Export options to print their information or export them from the system.
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