You can register the suppliers and their products in the Serialized Logistics application. The suppliers represent external sources and are involved in inbound external transfers.


Note: To access this page, the "Administrator" role is required.


List of Procedures


Creating a Supplier


You can create a supplier by providing its master data.


Procedure


1. In the Serialized Logistics application, select Site management --> Suppliers tab. The application displays the list of suppliers and the Master data form on the Create supplier panel.


Note: When viewing the details of a supplier, you can open the Create supplier form by clicking Create.



2. Fill in the form as described below. The required fields are marked with an asterisk (*) in the form.


FieldDescription
Supplier nameEnter the supplier name.
CityEnter the city where the supplier is located.
StreetEnter the street. The form offers three rows (levels) for the street data.
StateEnter the state.
ZIP codeEnter the postal code.
Select country
Select the country. Start entering the country name to filter on the countries.
Supplier tagEnter the supplier tag. This tag is used as an identifier for API communication. If you are using multiple words, connect them with hyphen (-) or underscore (_), for example, "demo-supplier-online-help".


3. Click Save Supplier.


Next Steps


Create the products supplied by the supplier. For more information, see Creating the Products of a Supplier.


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Searching for a Supplier


Procedure


1. In the Serialized Logistics application, select Site management --> Suppliers tab. The application displays the list of suppliers.


2. Enter the supplier name in the search field.

  • The list of the suppliers is filtered based on the search criteria.
  • You can reset the filter by clicking on the Reset filters icon.


3. Select the supplier to view its details.

  • Check the supplier master data on the Master data tab.
  • Check the products from the supplier on the Products tab. The application displays the list of products with product code, product description, unit of measurement, and minimum shelf life at delivery.


In the following example, we are searching for supplier "Demo Supplier" and are viewing the master data:




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Creating the Products of a Supplier


Procedure


1. In the Serialized Logistics application, select Site management --> Suppliers tab. The application displays the list of suppliers.


2. Find and select the supplier.


3. On the Update supplier panel, select the Products tab.


In the following example, there is no product created for the supplier yet:



4. Click Create Product. The application displays the Create product window with a form.



5. Fill in the form as described in the table below.


FieldDescription
Product codeEnter the product code. You can provide a custom value as the application supports custom product code schema. The entered product code must be unique for the tenant.
DescriptionProvide a product code description. Free-form text field.
Unit of measurementEnter the unit of measurement, for example, liter, kilogram, or pieces.
Minimum shelf life at deliveryProvide the minimum shelf life at delivery in months by entering the number or by using the arrows on the right.


Example:



6. Click Save.


7. Repeat the steps above to create all the products.



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Updating a Supplier


Procedure


1. In the Serialized Logistics application, select Site management --> Suppliers tab. The application displays the list of suppliers.


2. Find and select the supplier.


3. Modify the required fields in the Master data form on the Update supplier panel and click Save Supplier.


FieldDescription
Supplier name
Enter the supplier name.
City
Enter the city where the supplier is located.
Street
Enter the street. The form offers three rows (levels) for the street data.
State
Enter the state.
ZIP code
Enter the postal code.
Select country
Select the country. Start entering the country name to filter on the countries.
Supplier tag
Enter the supplier tag. This tag is used as an identifier for API communication. If you are using multiple words, connect them with hyphen (-) or underscore (_), for example, "demo-supplier-online-help".


4. On the Update supplier panel, select the Products tab. The application displays the list of products from the supplier.


You can sort the table in ascending or descending order based on the product code or description.


Example:



5. Create a new product by clicking Create Product. Fill in the form and click Save.


Example:



6. Edit a product by clicking the edit icon in the Action column. Update the fields in the Update product form and click Save.


Example:



7. Unassign a product from the supplier by clicking Unassign product from supplier in the Action column.


The application immediately executes the action without requesting confirmation. By performing this action, you only remove the link between the supplier and the product code, but the product remains in the database.


Example:




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Deleting a Supplier


Procedure


1. In the Serialized Logistics application, select Site management --> Suppliers tab. The application displays the list of suppliers.


2. Find the supplier in the list you want to delete.


Example:



3. Click the delete icon and confirm the deletion by clicking Yes.



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