Suppliers / 07

What the supplier directory is: PERFOUR and My organization

Suppliers is the directory of companies that sell you materials or services. It has two views: the global PERFOUR directory and your organization's own suppliers.

3 minutes
Product screenshot: What the supplier directory is: PERFOUR and My organization
Step by step

How to complete supplier directory

  1. 01

    Open the directory

    From the main menu open Suppliers. Below the title you see how many suppliers the selected view has.

    Step 1: Open the directory
  2. 02

    Choose the view

    The switch on the right toggles between PERFOUR, the global directory maintained by the Perfour team, and My organization, the suppliers your team added or invited.

    Step 2: Choose the view
  3. 03

    Choose the organization

    In My organization a selector lists your organizations. The table shows the suppliers of the selected one.

    Step 3: Choose the organization
  4. 04

    Read the table

    Each row shows the Supplier (with its tax ID), its Trades ("No trade" when empty), the Contact, the City and the Status: Active or Inactive.

    Step 4: Read the table
  5. 05

    Open a supplier

    Click the row or card to open its profile, with its catalog, quotes, contracts, budget, finance and details.

    Step 5: Open a supplier

What you'll learn

  • How what the supplier directory is: perfour and my organization works inside Perfour.

  • What information you need and how it stays connected to Suppliers.

  • How to preserve traceability and find the record later.

FAQ

Frequently asked questions

Are the PERFOUR suppliers mine?+

No. They are a global directory that only the Perfour team can add and edit. You can browse them and see their catalog.

Who sees the suppliers in My organization?+

That organization's team. A supplier who registers through an invitation can also choose to appear in the global directory.

What do I see when there are no suppliers yet?+

My organization shows that there are no suppliers yet. You can add one manually or invite it to enter its own details.