Supplier Setup
Supplier setup defines the master record used by purchasing, receiving, and accounting workflows.
Supplier record should include
- Supplier name and internal code
- Primary contacts
- Ordering channel or email destination
- Payment terms and billing expectations
- Preferred shipping instructions
Setup checklist
- Confirm legal and display names
- Add current contacts for orders and remittance
- Record lead time assumptions
- Link the supplier to eligible items where required
Ongoing maintenance
- Review inactive suppliers quarterly
- Update terms after negotiated changes
- Remove outdated contacts promptly