Register

In the Supplier Register section, you can see a list of all suppliers and their detailed information. Suppliers with pink color indicate that it is an incomplete record and orange color indicate the required field has no value.
If user want to make changes to any supplier's details, you can simply double-click on their name, which will allow you to edit and update their information.
Additionally, there is a plus (+) icon in the top right corner, which allows you to directly create a new supplier from the supplier register itself.


The Supplier Register section allows users to view information as per their requirement by clicking on a dropdown menu.


In the dropdown menu, user have three options to choose from: "All List," "Active List," and "List Overdue."

• "List Active" displays only the suppliers that are currently active.
• "List Overdue" shows suppliers whose review frequency is overdue. It means that the user has not reviewed those suppliers within the specified timeframe. When creating a supplier, the review frequency is set based on factors like annual spend. If the user fails to review the supplier within the designated timeframe (e.g., Annually, Biennially etc.), they are categorized as overdue in this section.
• "List All" shows you a complete list of all suppliers, including both active and inactive ones. It encompasses all suppliers, regardless of their current status, giving an overview of the entire supplier database.

You can perform the following Actions in the List View:

Filter Records

You can filter the records by specifying the filter values in one or more columns displayed in the List View at the bottom. E.g. if ‘A’ is specified in the Lead Name Filter textbox and tabbed out (by pressing Tab key), then all Leads with the field name containing ‘A’ will be displayed.

Sort Records

You can sort the records in ascending/descending order by clicking on the field name in the List View.

• Ascending - By default it sorts in ascending order when clicked on any column header or on click of up arrow.
  
• Descending - Click on the down arrow to sort records in descending order on any column header.

You can perform some operation on a Record from the List View Screen by Right click on the record :

• Right Click on a record to see the list of actions that can be performed. You can click on menu item to navigate to the Edit Record page.
  
• You can click on menu item to navigate to the Detail Record page.
  
• You can click on menu item to delete the record.
  
• Data Export - We can export the records in either excel form or csv.
  

Note : You would need to have permission to Edit records.
In supplier management only Managers have the authority to delete and edit suppliers, both individually and in bulk. When a supplier is deleted, it is marked as inactive. Only managers can perform the deletion and edition, ensuring data integrity. In the Supplier Register, if a supplier is deleted, they will be shown as inactive in the list.

After click on delete icon it will give the confirmation popup to delete.