🏭Suppliers management
🌟 Overview The Supplier Management system in Concord CRM allows businesses to maintain an organized and accessible directory of vendors and service providers. From basic contact information to preferred delivery options, users can quickly create, update, and manage suppliers without leaving the CRM.
This module acts as the foundation for purchase requisitions, quotes, and orders — ensuring every procurement workflow starts with accurate supplier data.
🏗️ Supplier Structure
📝 Basic Information Each supplier entry includes essential business and communication details:
Supplier Name (required) The official name of the supplier or service provider.
Contact Person (required) The primary representative or point of contact.
Email (required) Used for sending RFQs, POs, or communication.
Phone (required) Enables quick follow-ups and coordination.
Payment Terms (optional) Define payment conditions like Net 7, Net 30, Advance, etc.
Delivery Preference (optional) Store logistics preferences such as courier, pick-up, or schedule.
⚙️ How Supplier Management Works
1️⃣ Creating a Supplier When you add a new supplier:
✅ Required fields must be filled:
Supplier Name
Contact Person
Email
Phone
➕ Optional fields can be added:
Payment Terms
Delivery Preference
📍 Once saved, an email will be sent to the supplier's email with the login password.
2️⃣ Updating Supplier Information
Editing is done inline — no separate detail page.
✏️ To update a field:
Hover over the field you want to modify
An edit icon appears
Click to update the value
Save instantly
All editable information stays in the same grid for quick changes without page navigation
⭐ Key Features
🔹 Quick Add & Update Create and manage suppliers in seconds
🔹 Inline Editing Hover and edit instantly — no detail view needed
🔹 Clean Data Entry Only essential fields required
🔹 Optional Flexibility Add payment and delivery info when needed
🔹 Seamless Integration Suppliers instantly become selectable during:
RFQs
Purchase Requisitions
Purchase Orders
🔹 No Redundant Pages All interactions happen in list view — minimal clicks
📏 Business Rules
✅ Required to Create:
Supplier Name
Contact Person
Email
Phone
❌ Cannot save without required fields
✅ Optional:
Payment Terms
Delivery Preference
✅ Inline Editing Restrictions:
Fields are only editable via hover-click
Changes must be confirmed individually
🔐 Data Security
🛡️ Access Control Supplier creation and editing rights depend on user roles
🕵️♂️ Accountability Each supplier record tracks the user who created or modified it (if audit logging is active)
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