Status
Several statuses for Procurement Items and Bids are included by default. For Procurement status, when a new prourement item is created it is assigned the first status in the list.
For Tender status, you can specify "Final," which will set the supplier with this status as the chosen supplier for the specific procurement item. Similar to Procurement status, when a new tender is created it is assigned the first status in the list.
Email Templates
Under Mail Template, you can manage and add new email templates. Those with Module = Procurement will be available in the Procurement module. In both the subject and the message, you can use the tags found under Document Tags.
Company templates are available for all users in the company. Personal templates are only visible to the user who created them.
Document Tags
Under Document Tags, you can set up custom document tags that can be used in various documents in procurements. See the Permissions and Rights section for required permissions.
The tags will be available in all projects, but you have the option to set custom values for each project.
To create document tags, start by selecting Procurement under the Module section (upper view).
To create new tags, add them with the plus sign in the Custom tags section (lower view).
You set the values of the tags in the Procurement module in a project so that you can customise the values for each specific project.
Company Category
Under Company Category, you can set up interesting categories/industries that you can tag suppliers with. A supplier can have multiple categories.
You can also link the company category to an account number in the chart of accounts to facilitate the creation of procurement items.
Region
Under Region, you can specify the geographical areas where a supplier operates, e.g., Linköping, Southern Östergötland, or Skåne. A supplier can have multiple regions.
Company Evaluation
There is an opportunity to assess each supplier in the supplier register. Here, you can also define your own dimensions. Company evaluation is a score between 0 and 5, Company information is Yes or No.
Permissions and Rights
|
What |
Where |
Permission/Right |
|
Access to the Procurement Tab |
- |
Administration - Users/Permissions - Groups/Permissions - Module Permissions - Procurement |
|
Manage Status for a Procurement Item and Supplier/Bidder |
Administration - Settings - Statuses - Procurement Status and Administration - Settings - Statuses - Tender Status |
Administration - Users/Permissions - Groups/Permissions - Admin Permissions- Statuses - Procurement Status |
|
Manage Company Category for a Supplier in the Supplier Register |
Administration - Settings - Types - Company Category |
Administration - Users/Permissions - Groups/Permissions - Admin Permissions - Types - Company Category |
|
Manage Company Evaluation for a Supplier in the Supplier Register |
Administration - Settings - Types - Company Evaluation |
Administration - Users/Permissions - Groups/Permissions - Admin Permissions - Types - Company Evaluation |
|
Manage Region for a Supplier in the Supplier Register |
Administration - Settings - Types - Region |
Administration - Users/Permissions - Groups/Permissions - - Admin Permissions - Types - Region |
|
Manage Email Templates |
Administration - Communication - Email Templates |
Administration - Users/Permissions - Groups/Permissions - Admin Permissions - Email Templates |
|
Manage Document Tags |
Administration - Settings - Document Tags |
Administration - Users/Permissions - Groups/Permissions - Admin Permissions - Custom Document Tags |
|
Manage Supplier Contacts |
- |
Administration - Users/Permissions - Groups/Permissions - Admin Permissions - Suppliers - Supplier Contacts |