Saving contact info for suppliers

Who supplies you with your products? This page teaches you how to manage a list of suppliers in your system. This is useful so that you can:

1. Saving contact data

Enter the contact information for each of your suppliers into PlentyONE.

  1. Go to CRM » Contacts.

  2. Click on New contact.

  3. Enter at least the following information:

    • Address details: Enter the supplier’s name and address.

    • Contact details: Select Supplier from the drop-down list Type.

  4. Save () the settings.

Learn more about contacts

You can save much more than just the supplier’s name and address. Here you can read explanations of the various data fields.

2. Who delivers which product?

Who supplies you with your products? Assign each of your products to one or more suppliers.

  1. Go to Item » Edit item » [Open variation] » Tab: Supplier.

  2. Select a supplier from the drop-down list.

  3. Click on Add ().
    → The supplier is linked to the variation.

  4. Enter further data as needed. See the table below.

  5. Save () the settings.

Setting Explanation

Supplier

The supplier’s company name, as it was saved in the contact data record.

Supplier name

The supplier’s first and last name, as it was saved in the contact data record.

Supplier item No.

Enter the number under which your supplier manages the variation.

Note: You can use this number to search for incoming items in the menu Stock » New incoming items.

Supplier item name

Enter the name under which your supplier manages the variation.

Purchase price system currency

Enter the variation’s purchase price in your own currency.

Note: Depending on how the settings were configured in the menu Setup » Stock » Stock » Incoming items, this price may be overwritten when goods are received.

Purchase price from account

Is your supplier located in a different country and uses a different currency? Enter the variation’s purchase price in your supplier’s currency.

Note: Which currency is displayed here depends on which currency was saved in the contact data record. This currency will be used for reorders if it’s available.

Minimum purchase

The minimum quantity that you have to order from the supplier.

Note: This value also serves as the minimum suggested reorder quantity.

Delivery time in days

Enter the number of days that your supplier usually needs to deliver reordered variations.

Note: The delivery time can affect the suggested reorder quantity and the delivery date for the reorder.

Last price query

Select the date from the calendar when you last queried the price from your supplier. This date helps you plan price negotiations.

Discount

Enter the discount as a percentage if the supplier gives you a discount on the variation. When reordering items, the discount will only be taken into consideration if you selected the option Discountable ().

Discountable

Select this option () to activate the discount that was entered into the Discount column. The discount entered will not be used in reorders if this check mark is not saved.

Packaging unit

Do you and your supplier use different packaging units? Enter the supplier’s packaging unit if it differs from the number of “units contained” in the item settings.