Organize the commercial catalog
Connect offered products and prices to compare alternatives and reuse information in future purchasing.
What you'll learn
How organize the commercial catalog 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 catalog
- 01
Understand the objective
Suppliers centralizes companies, contacts, catalogs and commercial relationships used by purchasing and finance. This guide focuses on organize the commercial catalog.
- 02
Prepare supplier catalog
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 commercial catalog preserves products and prices.
- 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 catalog and what is it for?+
Suppliers centralizes companies, contacts, catalogs and commercial relationships used by purchasing and finance.
What information do I need to organize the commercial catalog?+
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 commercial catalog preserves products and prices.
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.