Keep contacts always available
Record people, roles, phone numbers and email so the relationship does not depend on someone's personal address book.
What you'll learn
How keep contacts always available 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 contacts
- 01
Understand the objective
Suppliers centralizes companies, contacts, catalogs and commercial relationships used by purchasing and finance. This guide focuses on keep contacts always available.
- 02
Prepare supplier contacts
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. Contacts no longer depend on personal address books.
- 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 contacts and what is it for?+
Suppliers centralizes companies, contacts, catalogs and commercial relationships used by purchasing and finance.
What information do I need to keep contacts always available?+
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. Contacts no longer depend on personal address books.
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.