Page 355 - Training 2019

SUPPLIER NAVIGATION MENU
CRM has a wide variety of supplier related functions which range from displaying all invoices from a particular supplier for
a specified period to quickly editing supplier details and viewing the various products that are sold by them. The basic
premise followed under the customer navigation applies here as well and will not be repeated. Only the sections which are
different will be dealt with further here:

CONTACTS, CONTACT HISTORY, DOCUMENT CASE:
The above tabs are similar to the customer relevant tabs and will not be covered again. The same principles and processes
apply.

PRODUCT PURCHASES:
The above tab is similar to the customer relevant tab and will not be covered again, but please bear in mind that this
screen extracts the products which are purchased from the relevant supplier – useful when you need to see what products
can be purchased from the relevant supplier (other than HQ). The same principles and processes apply.

PREFERRED SUPPLIER PRODUCTS:
This tab specifies the preferred products that are purchased from this customer – this information is a shortcut to quickly
find the product which is supplier specific. Any changes to this screen will need to be authorised by the Group FM.

PURCHASE ORDER, GOODS RECEIVED NOTE, SUPPLIER INVOICE, RETURN DEBIT, CREDIT
TO SUPPLIER, SUPPLIER BALANCES, OPEN ITEMS AND TRANSACTIONS:
The above tabs are similar to the customer relevant tabs and will not be covered again. The same principles and processes
apply.

CRM TRAINING MANUAL 20

Updated - 08 October 2018