Complete Business Management

Documents

Suppliers

BusinessMan includes FileMaker Pro based supplier/vendor management software. The inventory and purchasing software (including invoice billing software) is essential for small businesses to process purchase orders and inventory at any stage. Manage, track and accept inventory items into stock providing complete order management. The suppliers module is integrated with the CRM software module.

Suppliers can be imported from third party programs/lists.

Summary

Suppliers are also managed within BusinessMan which has a layout similarly presented to the Customer interface. Suppliers, supplier contacts, communications and Purchase Orders may be created and controlled in this area. The same theme is maintained throughout the system, to ensure users quickly become familiar and to ensure productivity is maximised.
You can create purchase orders simply from the supplier contact interface, in a similar way to creating a quote in the customer interface. You can order items from the stock system, using the manufacturers or suppliers part number.
You can view a history of all the purchases that have taken place from that supplier, so you can compare prices. You can easily search the suppliers to find out where you have made a purchase if you need to.

Features

New Supplier
Delete Supplier
Find Supplier
List view of Supplier
Create multiple contacts per Supplier
View Supplier contact details
Multiple Supplier addresses (Including invoice address, Default mailing address and Head office address)
Registration numbers
Raise Purchase Orders (from suppliers)
View Purchase Orders (and Line Items)
Documents
Notes
Supplier location (Integration with Google Maps)
Supplier website
Communications:
- Email
- SMS
- Fax
- Letter
- Call

Screen shots

Suppliers

Main supplier detail. Top of the screen tabs are to view all Communications, Purchase Orders and Documents for the supplier as a whole. Bottom half of the screen displays all supplier contacts and actions which are pertinent to each contact (For example, all Puchase Orders for John Smith).

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Suppliers Overview

Now move to the suppliers area of the system by selecting the supplier button on the top menu.

The layout shown in the supplier area is consistent with the rest of the system, in that the left-hand side shows the list of all suppliers, the upper right hand side shows the company detail and the bottom right segment shows the contact detail for that company.

Selecting one of the supplier contacts from the list at the bottom right displays the full details corresponding to that contact. Communications to all contacts relating to this company is performed in this area. Any purchase orders placed to this supplier are created from the contact and then displayed under the purchase orders tab against that contact.

Communications and purchase orders placed to all contacts within the organisation can be viewed in the main supplier details area, under the associated tab.

Another two tabs are located at the top left, one showing the location of the supplier, the other displaying the supplier website.

Another button to the right of the suppliers button on the top menu takes you to a similar layout where supplier account information, supplier invoices and historical financials are displayed. Selecting the invoices outstanding or historical invoices tabs, adjacent to the supplier details tab, shows you a list of either invoices outstanding or historical invoices. Each of these invoices in the list can be expanded by selecting the plus sign to the right of the invoice number. This will display the line items that were contained within that invoice.

From here, you also have the capability of making a payment against any outstanding invoice.

The other main tab at the top left, gives you access to 2 tabs, one which shows the invoices outstanding for all suppliers, the other showing the historical activity.