Where can I find or edit the information on my suppliers?

In the procurement module of Apicbase, you find all information related to your suppliers: the latest orders, contact information, all linked ingredients per supplier, set specific delivery details and more.

  • Click on the "Suppliers" button in the Procurement module.
    Screen Shot 2020-01-29 at 10.43.17
  • Select the supplier of your choice. You will now see different tabs.

Supplier Dashboard:

The Supplier Dashboard gives you a summary of the most important insights on this supplier orders. It shows the total order value, last order value, and information on the latest orders:

    • Orders in progress: the orders you created, but have not actually sent out for this supplier.
    • Delivered orders: the orders that were registered in Apicbase as delivered for this supplier.
    • Outstanding orders: the orders that you sent out for this supplier, but the delivery is not yet registered.

supplier dashboard


Contact Details:

In the Contact Details tab, you see the information you have registered on this supplier. You can print this information, edit it or remove the supplier using the buttons on the upper right.

When you click the edit information, you see the same popup as when you created the supplier. You can enter the address of the supplier, your contact person, phone number, VAT number, the email address for orders and your customer number at this supplier. The customer number that you can enter here, is for the overall library, so all outlets in your library. If you have a different customer number per outlet, then the customer number should be entered in the Delivery Details tab.

You can not remove a supplier if this supplier is added to an active ingredient package. 

contact details

Delivery Details:

In the Delivery Details tab, you will find a list of all outlets that are active in your library. If you click on one of them, you will be able to enter the minimum order amount, a specific customer number for this outlet and specific ordering details.

delivery details 5

For example: I should order before 10:00 on Mondays if I want to receive a delivery on Wednesday or before 10:00 on Thursdays if I want to receive a delivery on Saturdays. The must order checkbox allows you to receive a reminder that you need to order. When creating an order, the delivery date that you can set will only allow Wednesdays or Saturdays.

In this example the minimum amount is set at 150,00 euros. When sending out an order that does not reach this amount, there will be a notification, but we will not block the order from being sent out. 

 

Ingredient List:

The Ingredient List tab shows you every ingredient that is linked to this supplier. You can either export this list as an Excel file or print it by clicking the buttons in the upper-right corner.

ingredient list