Managing Suppliers and Contacts

Supplier and Contacts can be managed from the supplier dashboard.

• Supplier Dashboard
• Supplier Details

Supplier Dashboard

The supplier dashboard is optimised to display as much relevant information as possible, such as missing information like ABNs and addresses etc, to help you get the most of your supplier list.  Click on the shortcut widgets to highlight your clients based on Active Supplier, Missing ABN, Missing Address or No Contacts.  The supplier list can also be set to display based on:

• All - Display all active supplier.
• Missing ABN - Suppliers without an ABN number.
• Missing Address - Suppliers without an address.
• No Contacts - Suppliers without any contacts.
• No Activity (3m) - Suppliers with no transaction history within the last 3 months.
• No Activity (6m) - Suppliers with no transaction history within the last 6 months.
• Never Transacted - Suppliers with no transaction history.
• Inactive - Display all inactive suppliers.

Search directly for a client or contact using the the Search field.  Click on a Supplier Name to open the client details page.

You can customise the Supplier List by dragging and dropping the columns by their headers to re-order, or click on the Columns button in the footer to show or hide columns as required.  Select the required columns and click Done to apply.  Reset Columns resets the client list back to defaults.  Clicking off the popup menu will cancel.

Additional functionality to manage your suppliers is located in the Actions tab:

• Add Supplier - Add a new supplier.
• Import Suppliers - Import and/or update multiple suppliers from an import template.
• Import Supplier Contacts - Import multiple contacts from an import template.
• Import Suppliers - Export full list of suppliers.
• Export Contacts - Export full list of supplier contacts.

Supplier Details

Clicking on the supplier name from the supplier dashboard will then open the supplier detail page which displays the selected supplier and contacts overview, transaction history and management functions.

The Supplier Details section displays supplier information and current account balance in WorkGuru.

The Contacts sections displays the suppliers contacts.

The Overview section displays the suppliers' transactional history and uploaded information.

• Purchase Orders - Supplier purchase history, including a shortcut to Add a New Purchase Order pre-filled with the supplier details.
• Credit Notes - Supplier credit note history.
• Files - List of files added to the supplier.

Additional functions available on the supplier details page are:

• Edit - Update supplier and contact details.
• Merge Supplier - Merge duplicate suppliers together without losing history.