Adding Suppliers in IMS

Adding Suppliers in IMS

Suppliers are who supply items are purchased from.

Adding Suppliers	Supply Items
Editing Suppliers	Supply Orders
Detail
Contact Person

Adding Suppliers

1. Navigate to Inventory > Inventory Management System.
2. Click the Settings tab.
3. Open the Suppliers subtab.
4. Click + New Supplier.
5. Fill in the information:
   1. Name - The name of the supplier.  This field is required.
   2. Code - A unique code that identifies the supplier.
   3. Website - The supplier's website URL.
   4. Order Email Address - The primary email address used to place orders with the supplier.
   5. Phone - The primary phone number of the supplier.
   6. Fax - The primary fax number of the supplier.
   7. Notes - Any notes pertaining to the supplier.
   8. Address - The supplier's physical address.
   9. Payment Terms - Any payment terms for the supplier (Net 10, PIA, etc.).
   10. Online - Select if purchases for the supplier can be made online.  Selecting this field makes Website required.
6. Click Save to add the supplier.

Editing Suppliers

1. From within IMS, navigate to the Settings tab.
2. Open the Suppliers subtab.
3. Click the Edit Pencil in the Action column for the desired supplier.

Detail

This page contains basic information regarding the supplier.

1. Click the Detail subtab.
2. Edit the desired information, then select Save to confirm changes.

Contact Person

Adding a Contact Person is optional and does not affect functionality.

1. Open the Contact Person subtab.
2. Click the Supplier Contact Person button.
3. Fill in the information:
   • Name - The name of the contact.
   • Email - The email address of the contact.
   • Phone - The phone number of the contact.
   • Designation - The role of the contact at the supplier's company (secretary, office manager, etc.).
4. Click Save to add the contact.
5. Repeat the steps to add multiple contacts.

Supply Items

Supply items must be mapped/assigned to a supplier before they can be ordered from that supplier.

1. Open the Supply Items subtab.
2. Click the + in the Action column for that item you want to assign.
3. Edit any of the supply information.  This information only needs to be edited if it is unique to the supplier:
   • Unit Cost - The cost of the supply item when purchased from the selected supplier.  By default, this field will populate with the cost added to the supply item.
   • Supplier Item Code - The unique item code used by the supplier.
   • UOM - The unit of measure that the item is purchased from the supplier in (box, case, roll, pallet, etc.).
   • UOM Multiplier - The number of items per unit of measure.
4. Click the Save icon in the Action column to confirm changes.
5. Optionally, select the Assign All or Unassign All buttons to make changes to all items listed.

Supply Orders

This page lists all supply orders that have been made to the selected supplier.

1. 1. Open the Supply Orders subtab.  Order number, source stock area, status, total cost, and order date will be visible.
   2. Click the + icon to expand the information and view the order detail.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.