Supplier Features and Settings
When creating or editing a supplier, you’ll see additional optional settings.
These are not required when adding a new supplier, but they can be filled out to customize supplier behavior.
Email Images
Determines whether item images are included in emails sent to this supplier.
Email Extended Description
Includes extended item descriptions in supplier communications.
Calibrator Enabled
Enables calibrator tracking for items associated with this supplier.
Supplier Disabled
Disables the supplier without deleting it.
Useful when you no longer order from them but want to keep history.
Default Delivery Instructions
Instructions automatically added to purchase orders for this supplier.
Send Notes
Allows sending the notes below to the supplier on purchase orders.
Notes
Free-form notes for internal or external reference depending if Send Notes is checked.
Payment Terms
Sets the default payment terms for this supplier.
Target Order Amount
Setting a target order amount will display a warning message when creating a PO if the PO total amount is less than the target order amount.
Hide PO Pricing
Hides pricing information on supplier-facing POs.
Prepend Station ID To PO Number
Adds the station ID at the start of the purchase order number.
Default Reference Number
This value will be the 'Default Reference Number' used at the 'Reference Number'on a PO. The Default Reference Number will not be used after the Experation Date below. Note: Automated PO 'Reference Number' takes precedence over Supplier 'Default Reference Number' when automated POs are created and Automated PO 'Reference Number' has a value.
Expiration Date
Defines the expiration date for the Default Reference Number above. An email will be sent to the supplier when the date passes.
PO Approval Process
Configure a chain of approvers and dollar thresholds before POs are sent to this supplier.
- Useful when you want oversight of large or sensitive purchases.
- Approvers are notified when a PO is pending and must approve it before it is sent.
- Final approver sends the PO to the supplier.
See Supplier PO Approval Process for details.