The article provides an overview on Vendor Management within the Source to Contract (S2C) software from ISPnext.
It details the organisation of suppliers into various tabs such as 'Active', 'Archive', 'Contacts', 'Address List', 'New vendor data', and 'Change log'.
The article below pertains to Source to Contract (S2C) for the following applications and/or module(s):
Vendor Management
This overview displays all suppliers registered in Vendors. The overview is divided into various tabs. These tabs will be discussed individually in this article so that you know exactly where to find certain information.
Active
In the 'Active' tab, all suppliers with an active status are displayed. These suppliers can be actively managed and used within ISPnext. This also means that you can use them in, for example, Audits (Vendor Rating). A number of basic fields from the supplier details are shown in the overview. It is possible to configure which fields are visible or not; read more about that here. This also applies to contract custom fields, if you have set them up.
In the table below, all standard columns from the overview are explained.
Term | Explanation |
ID | The reference number assigned to the supplier by ISPnext. |
Ref. | The supplier's reference number. |
Name | The name of the supplier. |
Part of | The main supplier. |
Categories | The categories linked to the supplier. |
Classification | The supplier classification group linked to the supplier. Read here more about setting up these groups. |
Type | The type of supplier. |
Audit | Shows whether the supplier is involved in an active audit. |
Audit valid until | Displays the end date of the audit the supplier is involved in. |
Contract | Shows whether there is an active contract with the supplier. |
Rating | The average Vendor Rating score of the supplier |
Tags | The assigned keywords/tags for the supplier. These tags can be searched using the search filter. |
Additionally, it is possible to apply filters. You can open the filter panel by clicking on the arrow on the left side of the page.
When you click on a supplier, you will be directed to the supplier details. Read here for more about supplier details in Vendors.
Archive
The archive displays all archived suppliers. Archived suppliers are inactive and can no longer be used in other modules of ISPnext, such as Vendor Rating or Contracts. The layout of the overview is the same as the overview with active suppliers.
Contacts
This overview contains all the information of the contacts registered with the various suppliers. This means that a complete picture can be obtained of who the contacts are, including their names, roles, and possibly other relevant information. Filtering can also be done on various data points here.
Address List
This overview contains all address details of the registered suppliers.
New vendor data
Visibility of this tab is dependent on the configuration, and the use of the Supplier Data Portal.
This overview contains the active and processed supplier data portal requests. In the list of active requests, a workflow can be started to further process this request.
From the archive, an information request can be directly initiated for approved suppliers.
This is not possible for rejected suppliers.
Change log
This overview displays all changes in supplier data. You will see essential information about the changes, such as who, when, the old value, and the new value of the modified supplier property.