Find the right counterparty faster
Filter and review suppliers from one directory so the entire organization works with the same network.
What you'll learn
How find the right counterparty faster works inside Perfour.
What information you need and how it stays connected to Suppliers.
How to preserve traceability and find the record later.
How to complete supplier directory
- 01
Understand the objective
Suppliers centralizes companies, contacts, catalogs and commercial relationships used by purchasing and finance. This guide focuses on find the right counterparty faster.
- 02
Prepare supplier directory
Enter legal and commercial data, contacts, communication details and, when applicable, products, prices and terms.
- 03
Complete the workflow in Perfour
Create or invite the supplier, validate contacts, organize its catalog and review the record when purchasing or finance requires it. The directory helps find the right counterparty.
- 04
Review relationships and traceability
The record provides context to budgets, purchase orders, expenses, payments and commercial catalogs. Search for the company before creating another, keep a current primary contact, and verify terms and prices before using them in purchasing.
Frequently asked questions
What is supplier directory and what is it for?+
Suppliers centralizes companies, contacts, catalogs and commercial relationships used by purchasing and finance.
What information do I need to find the right counterparty faster?+
Enter legal and commercial data, contacts, communication details and, when applicable, products, prices and terms.
How is this process completed in Perfour?+
Create or invite the supplier, validate contacts, organize its catalog and review the record when purchasing or finance requires it. The directory helps find the right counterparty.
Which other modules does it connect with?+
The record provides context to budgets, purchase orders, expenses, payments and commercial catalogs.
What should I check before considering it complete?+
Search for the company before creating another, keep a current primary contact, and verify terms and prices before using them in purchasing.