Prerequisite

• Access to the Configuration > Supplier: Category (SL005) menu.

Introduction

To use SoftExpert Supplier, it is necessary to assign a classification to the supplier according to the division established for the supplier database. 

This division enables a quick selection of the supplier that best meets the needs of specific product types.

Below, see an example of this division, based on the supplier's branch of activity. In this case, the suppliers related to chemical products will be grouped through the "Chemical" category.

Adding a category

1. To add a category, access the Configuration > Supplier: Category (SL005) menu.

2. Click on the button.

3. On the screen that will open, enter an ID # and a name.

4. Access the Electronic file tab and select the complex file container. Access the Configuring a complex file container article and learn more.

5. In the Path field, specify the controlled directory in which the electronic files will be stored. Access the How a controlled directory works article and learn more.

6. Then, click on the button to save the information.

Further details about the category screen

A - In the General tab, an upper level category is defined in order to generate a hierarchy for the category that is being created.

B - The Electronic file tab is used to associate the electronic file container, which specifies the files that must be delivered by the supplier. For further details, access the Configuring a complex file container article.

C - The Category security tab is used to set the security rules that will be applied to the category. To learn more, access the Defining the category security article.

D - The Evaluation tab is used to define regular supplier evaluations. To learn more, access the Configuring the evaluation in the category article.

 

 

Conclusion

Thus, a supplier category has been created. With the category created, it will be possible to add a supplier.