Suppliers

1. What Are Suppliers?

Suppliers are one type of reference data used to manage and track vendor or supplier information in AssetLoom. They help maintain accurate records of where assets, licenses, components, accessories, and consumables are purchased from, making it easier to manage procurement, supplier relationships, renewals, and asset lifecycle tracking.

The Supplier is located under the Reference Data section on the Personal Settings page. This page displays all suppliers of all resource types in the system and serves as the central place for managing them.

2. How To Set Up Suppliers

Step 1: Navigate To The Suppliers Screen

Select the Reference Data in the Configure section on the left-hand side menu sidebar.

On the left menu sidebar, you can view the Suppliers under the Reference Data.

Step 2: Fill In The Supplier Form

Click the “New Item” button to open the Supplier Form

Now you can fill in the Supplier Form. Below are some key fields:

• Name: Enter the name of the supplier, vendor, reseller, or service provider, such as Smart Electronics, Adobe Reseller, or Microsoft Cloud Partner.
• Address: Enter the supplier’s street address or business location.
• City: Enter the city where the supplier is located.
• State: Enter the state, province, or region where the supplier is located.
• Country: Enter the country where the supplier is located.
• Zip: Enter the postal or ZIP code of the supplier’s location.
• Contact: Enter the main contact person or department for this supplier.
• Phone: Enter the supplier’s contact phone number
• Fax: Enter the supplier’s fax number, if available.
• Email: Enter the supplier’s contact or support email address.
• URL: Enter the supplier’s website URL.
• Notes: Add any additional information, such as procurement terms, renewal notes, account details, or internal remarks.
• Image: Add a visual reference or logo to help users quickly recognize the supplier.

Step 3: Save The Suppliers

Once all required fields are filled, click the Create button at the bottom of the form to save the supplier to the system.

Step 4: Review Your Suppliers

After creating the suppliers, you will be redirected to the Supplier List, where you can view and manage all your suppliers. If any information needs to be updated, simply click on the suppliers and modify the details as needed.

3. Actions With Supplier List

After creating the suppliers, you can perform some actions with the list:

• Edit: Update the Supplier’s details
• Delete: Remove a Supplier that is no longer needed.

What’s Next?

• Depreciations