Review purchasing and finance in context
Review budgets, orders and related movements from the supplier view.
What you'll learn
How review purchasing and finance in context 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 commercial history
- 01
Understand the objective
Suppliers centralizes companies, contacts, catalogs and commercial relationships used by purchasing and finance. This guide focuses on review purchasing and finance in context.
- 02
Prepare commercial history
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. Purchasing and finance are read from the same relationship.
- 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 commercial history and what is it for?+
Suppliers centralizes companies, contacts, catalogs and commercial relationships used by purchasing and finance.
What information do I need to review purchasing and finance in context?+
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. Purchasing and finance are read from the same relationship.
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.