In Connexus, a supplier is an entity that represents a company that your organization does business with. For example a supplier can represent:
- A goods supplier: An organisation we purchase parts, assets and other goods from.
- A service provider: An organisation used for services, such as an electrical or plumbing company.
Supplier Contacts
In Connexus, suppliers can have a single primary contact and multiple other contacts. A contact is a person in the supplier's organization that you interact with. In each supplier entity we can hold information such as their Name, Role, Number and Email.
It is important to note, when assigning a work order or sending a purchase order it will send to the primary contact.
Assigning Work Orders to Suppliers
You can share work orders externally to suppliers which they can access via a link sent to their email. This Work Order is unique to Work Orders for internal users as they will have limited functionality. Most of the work order is view only but the supplier or technician has the ability to answer procedures, add invoices, documents/images and notes. The supplier can only interact with that work order and will not be able to see other information about your organisation.
Supplier Fields
| Code | A unique code assigned to the supplier. |
| Name | The name of the supplier. |
| Website | The supplier’s official website for reference and additional information. |
| Primary Contact Name | The main person to reach out to for supplier-related queries. |
| The primary email address which will receive quotes and work orders. | |
| Phone | The primary contact's phone number. |
| Address | The physical location of the supplier’s office or headquarters. |
| Insurance Start | The date when the supplier’s insurance coverage begins. |
| Insurance Expiry | The date when the supplier’s current insurance coverage ends. |
| Contracts | Agreements or terms in place between your organization and the supplier. |
| Technicians | If the supplier provides services, the regular technicians associated with their company. |
| Documents | Important files related to the supplier, such as insurance certificates, contracts, or compliance documents. |
| Notes | Additional information, updates, or observations about the supplier for internal reference. |
Split View
To access the split view:
- From the sidebar, select Suppliers.
- In the Suppliers module, select the (Split View) icon to switch to the Split view.
The list pane on the left shows the list of assets in your organization.
- Use the Sort By option to choose how you want to see your suppliers listed.
- Select a Supplier from the list to display the details pane on the right. The details pane displays the form fields for the selected Supplier.
Grid View
To access the table view:
- From the sidebar, select Supplier.
- In the Suppliers module, select the (Grid View) icon to switch to the Grid View.
The Grid View is a compact table of Suppliers and Suppliers form fields. It gives you an overview of the Suppliers in your organization. You can sort Suppliers and use grid view to bulk-edit Suppliers.
