Why don't you check out our Supplier's Module Video Tutorial.
Our cloud-based management software enables you to easily manage all aspects of your business and helps you meet the requirements of ISO 9001, ISO 14001 and ISO 45001.
This video shows you how to use the Suppliers Module within isCompliant.
For more information visit www.iscompliant.com
Good suppliers are important to any business, and as well as storing all your supplier contact details in an easy index, isCompliant also gives you the ability to rate the quality of each one.
3.12.1 Creating a Supplier record
- Open the Suppliers module.
- Click the New button in the bottom right hand corner.
- If you have chosen to manually insert codes to this module, you will need to insert a unique Short Name for the record. See Section 2.3.4 on Coding Rules for more information.
- Enter the Supplier Name.
- You can categorise the supplier by selecting from the drop down list next to Supplier Category.
- Note: These can be predetermined in the Tables.
- Where necessary, you can add Notes about the supplier by typing in the grey box.
- Click Save.
3.12.2 Adding detail to a Supplier
Once you have created the Supplier record, you can add further detail by working through the tabs.
Supplier Details: As explained in Section 3.12.1, you can add the key details of the supplier here. You can also change the status of the supplier to Active or Inactive.
Contact Details: Insert the supplier contact details by typing them into the relevant grey boxes.
Quality Monitoring: The Quality Monitoring tab allows you to input the rating for each attribute by clicking on the corresponding star. Working left to right from a poor one star to an excellent five, isCompliant will colour code your score red, amber or green depending on the rating.
You can then select an Overall Quality rating from the drop down list and add the Assessment Date by typing in the box or using the pop out calendar.
Contacts: Type the Forename, Surname, Position, Phone and Mobile numbers of your designated contact at the supplier in the green boxes and click Save. A new row will appear underneath your saved contact for you to add another.
Products / Services: Type a Code, Name and Description of a product or service supplied in the green boxes and click Save. A new row will appear underneath your saved product / service for you to add another.
Actions: You can create an Action relating to the Supplier by following the steps set out in Section 3.6.2.
3.12.3 Editing or Deleting a Supplier
You can edit a supplier’s record by opening the Suppliers module and clicking the corresponding Edit button. If you have permission to edit within this module, you will be able to navigate the tabs as above and make any necessary changes.
To delete a supplier, open the record and click the orange Delete button at the bottom right of the screen. Remember, you can make the supplier inactive if you are not presently using them; go to the Supplier Details tab and change the Status.