Invite the supplier to collaborate
Use invitation and onboarding to incorporate the counterparty with the required information.
What you'll learn
How invite the supplier to collaborate 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 onboarding
- 01
Understand the objective
Suppliers centralizes companies, contacts, catalogs and commercial relationships used by purchasing and finance. This guide focuses on invite the supplier to collaborate.
- 02
Prepare supplier onboarding
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. Onboarding structures supplier entry.
- 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 onboarding and what is it for?+
Suppliers centralizes companies, contacts, catalogs and commercial relationships used by purchasing and finance.
What information do I need to invite the supplier to collaborate?+
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. Onboarding structures supplier entry.
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.