Supplier Tracker is the perfect place to save and manage all supplier communications and important information.
Within the Supplier Tracker, you can:
- Add suppliers directly from the Supplier Database
- Organize potential or existing suppliers by product.
- Save Supplier information like contact and shipping details.
- Save, compare and manage quotes.
- Save, compare and manage samples.
- Create purchase orders
- Create and save custom notes for each supplier or sample.
The Supplier Tracker can be found under the Find Suppliers feature set here:
Adding a supplier to the Supplier Tracker:
Suppliers are added to the Supplier Tracker using the Supplier Database.
Once you have searched and found a supplier record within the Supplier Database, click the 'Save Supplier' button to add it to the Supplier Tracker:
You will then have the option to save this supplier to an existing group or create a new group directly from the Supplier Database.
💡 TIP: You can add a supplier to multiple Supplier Tracker groups by using the 'Add To Another' button. The 'Add to Another' button appears and replaces the 'Save Supplier' button if this supplier is already saved to one of your groups. This is also helpful to know which suppliers you have already saved.
Organize and group suppliers:
You can also create groups from the Supplier Tracker by clicking the '+' on the next blank tab and naming the group.
Add new suppliers from the Supplier Database by using the 'Add New Supplier' button once you have created a group.
The 'Add New Supplier' button will redirect you to the Supplier Database where you can search for suppliers for your product. All suppliers have to be added from the Supplier Database, they cannot be manually entered at this time.
💡 TIP: We suggest you create groups in the Supplier Tracker for each product you are sourcing. This will help you to keep information organized and compare suppliers or quotes easily during the sourcing phase.
Supplier Info, Quotes, Samples, POs and Notes:
In the Supplier Tracker, you will see each of the groups you have created and all the suppliers you have saved in each group. Click on the arrow to the left of the supplier's name to expand their record.
Once expanded you will see more details about the supplier.
Supplier Info: This is the first section of the record and includes all the same data you will see in the Supplier Database including shipment history. If you have contacted this supplier, click 'Add New' next to 'Contact Info' to add their contact details for reference.
Quotes: Here you can add quote information as you receive it back from the supplier. To add a quote click the 'Add Quote' button. Clicking 'Add Quote' will bring up a window where you can enter the details of the quote. For more detailed information see: Supplier Tracker - Quotes
Samples: Here you can add details as you receive samples from suppliers. Choose 'Add New Sample' and enter details, notes, and pictures for the sample in the pop-up window.
Purchase Orders: To generate a PO, you just need to select this option and click the 'Create Purchase Order' button. Simply fill out all the information available in the pop-up and click on 'Generate Purchase Order'
If you need help, make sure you read our Purchase Order Agreements article.
Notes: This is where you can keep any notes about the product, supplier, or anything else you do not want to forget. It's a great place to jot down ideas for improvements or requirements you have for the product.
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My Orders: This feature is not yet available but will be coming soon! Stay tuned for updates!
The Find Suppliers section of the Help Center has many more resources to guide you through the Supplier Database and Tracker.