# View and Manage Suppliers

> If using PurchasePlus as a Purchaser, you can view and manage the Suppliers that you are connected to.

Source: https://www.purchaseplus.com/docs/for-purchasers/view-and-manage-suppliers

Markdown: https://www.purchaseplus.com/docs/for-purchasers/view-and-manage-suppliers.md

# View and Manage Suppliers
If using PurchasePlus as a Purchaser, you can view and manage the [Suppliers](/docs/for-purchasers/introduction-to-suppliers) that you are connected to.

Jump to:

-   [Viewing My Suppliers](#ViewingMySuppliers) 
-   [Edit Supplier Settings](#EditGeneralSupplierSettings)
-   [Supplier Destinations](#SupplierDestinations)
    -   [Creating a New Supplier Destination](#CreateNewDestination)
-   [Supplier Delivery Fees](#SupplierDeliveryFees)
    -   [Activating a Delivery Fee](#ActivateDeliveryFee)
    -   [Creating a New Supplier Delivery Fee](#CreateNewDeliveryFee)
-   [View Supplier Catalogs](#ViewSupplierCatalogs)
-   [View Supplier Purchase Orders](#ViewSupplierPOs)
-   [View Supplier Invoices](#ViewSupplierInvoices)

* * *

### Viewing My Suppliers

1\. Select \[**Suppliers**\] **→** \[**My Suppliers**\] from the side navigation bar.

2\. From this page, you can complete the following actions as required:

a. Filter Suppliers by \[**View All**\], \[**Enabled**\] or \[**Not Enabled**\].

b. Use \[**Advanced Search**\] or \[**Search by Supplier Name or Number**\].

c. View the Supplier's Profile by clicking on the Supplier name.

d. \[**Enable**\] or \[**Disable**\] your relationship with each Supplier. See our article [Enable or Disable a Supplier](/docs/for-purchasers/enable-or-disable-a-supplier) to learn more.

![My Suppliers list](/images/docs/for-purchasers/view-and-manage-suppliers-1.avif)

### Edit Supplier Settings

1\. From the \[**Suppliers**\] **→** \[**My Suppliers**\] page, click \[**Supplier Name**\] to open the Supplier's profile:

![Supplier profile General tab](/images/docs/for-purchasers/view-and-manage-suppliers-2.avif)2\. Under \[**General**\] tab, you are able to edit the following settings:

a. \[**Enable/Disable**\] your relationship with the Supplier. You can only trade with Supplier when you have an Enabled relationship.

b. Edit \[**Supplier Number**\], if required.

c. Edit \[**Supplier Location Code**\], if required.

d. Edit \[**Key Contact Person**\] information. _Please note: editing this field requires the Supplier to be a [Self Managed Supplier](/docs/for-purchasers/introduction-to-suppliers#RegisteredVsSelfManagedSuppliers), that is owned by your Organisation._

![Edit General Supplier Settings](/images/docs/for-purchasers/view-and-manage-suppliers-3.avif)

e. Add \[**Default Department and Account Code**\]. This will automatically pre-fill the Department and Account Code combination, when creating a Single Supplier Requisition for this Supplier.

f. Add \[**Default Category and Sub-Category**\]. This is used as a quick way to assign a Category and Sub-Category to any Invoice Line Item products that are created for this Supplier. This field is also used in some Reports.

g. Enter \[**Payment Terms**\]. Payment Terms are any notes that you wish to store here related to your agreement with this Supplier. This field is for note taking purposes only.

h. Select \[**Preferred Supplier Tag**\], Users at your Organization will see that the Supplier has been tagged as Preferred Supplier when they are viewing this Supplier or browsing products and quotes from this Supplier when creating a Requisition.

i. Enable \[**External Shopping**\]. Some Suppliers offer the ability to create a Requisition by visiting their own e-Commerce website and using the site to populate your Requisition in PurchasePlus. This is sometimes referred to as 'Punchout' in the world of procurement. Please [speak with our friendly Customer Support Team](mailto:help@purchaseplus.com) if you need assistance configuring External Shopping.

![Set General Settings for Suppliers](/images/docs/for-purchasers/view-and-manage-suppliers-4.avif)

3\. If the Supplier is (a) a [Self Managed Supplier](/docs/for-purchasers/introduction-to-suppliers#RegisteredVsSelfManagedSuppliers) and (b) you are signed into the Organisation that owns the Self Managed Supplier, there are a number of additional actions you can take on the **\[Settings\]** tab. This tab only appears when both of the above conditions are met:

![Self Managed Supplier](/images/docs/for-purchasers/view-and-manage-suppliers-5.avif)On this tab, you can:

-   Change the Organisation Name,
-   Change the Business Name, 
-   Change the Business Number,
-   Assign a Business Unit,
-   Change the Email Address for the Supplier,
-   Change the Contact Phone Number for the Supplier,
-   Change the Cost Center Code for the Supplier,
-   Assign a Corporate Code to the Supplier,
-   Assign a Brand to the Supplier (if applicable),
-   Add a Postal or Billing Address for the Supplier.

**Please note:** If the Supplier is not a Self-Managed Supplier, these options will not be available to you as a Purchaser.

  

### Supplier 'Destinations'

A Destination refers to the email inbox, HTTP, FTP or other location that your organisation electronically sends Purchase Orders to. There is also a 'Default' Destination, which is used when Sending a Purchase Order automatically to the Supplier upon the Requisition's approval (if this setting is enabled). 

To view the Supplier's Destinations:

1\. From the \[**Suppliers**\] **→** \[**My Suppliers**\] page, click \[**Supplier Name**\] to open the Supplier's profile.

2\. Select \[**Destinations**\] tab:

![View Supplier Destinations in PurchasePlus](/images/docs/for-purchasers/view-and-manage-suppliers-6.avif)

#### Creating a New Supplier Destination

If the Supplier is a [Self-Managed Supplier owned by your Organization](/docs/for-purchasers/introduction-to-suppliers#RegisteredVsSelfManagedSuppliers), you can create as many Destinations here as needed, but only one can be set as the Default Destination. If the Supplier is not a Self-Managed Supplier, then you will not be able to add Destinations for the Supplier.

To create a new Destination, click **\[Create New Destination\]**:

![Create New Destination](/images/docs/for-purchasers/view-and-manage-suppliers-7.avif)

You will be presented with a short form to complete:

![Create Destination form](/images/docs/for-purchasers/view-and-manage-suppliers-8.avif)

**Please follow these steps to create a new Email Destination for Purchase Orders:**

1.  **Destination Type** will most commonly be EMAIL.
    
2.  **Attachment Format** \- for email PO’s, select Trade\_PurchaseOrder\_PDFFormat.
    
3.  **Export Format** \- for email PO's, select Trade\_PurchaseOrder\_HtmlFormat
    
4.  **External URL** - This is the email address where your Purchase Orders will be sent to.
    
5.  **Default Destination** should be left disabled.
    

For additional support (or for support with non-Email Destinations), please contact our [support team](https://www.purchaseplus.com/contact-us). 

### Supplier Delivery Fees

If the Supplier is a [Self-Managed Supplier owned by your Organization](/docs/for-purchasers/introduction-to-suppliers#RegisteredVsSelfManagedSuppliers), you can View and Create as many Minimum Order Delivery Fees needed. If the Supplier is not a Self-Managed Supplier, then you will not be able to View or Create any Delivery Fees for the Supplier.

Delivery Fees in PurchasePlus are made up of:

-   A Name,
-   A Minimum Order Value, 
-   A Delivery Fee,
-   A Delivery Fee Tax Percentage.

**If your Purchase Order does not exceed the Delivery Fee's Minimum Order Value, the Delivery Fee (plus the Delivery Fee Tax Percentage) will be automatically added to your Purchase Order.**

To view your Self-Managed Supplier's existing Delivery Fees, navigate to the Supplier's Profile, and click **\[Delivery Fees\]**:

![Supplier Delivery Fees](/images/docs/for-purchasers/view-and-manage-suppliers-9.avif)

#### Activating a Delivery Fee

To 'activate' a Delivery Fee, visit the Supplier's **\[General\]** tab, and select the relevant Delivery Fee from the dropdown list:

![Delivery Fee dropdown on General tab](/images/docs/for-purchasers/view-and-manage-suppliers-10.avif)

This Delivery Fee (including the Delivery Fee Tax Percentage) will be automatically added to your Purchase Orders for this Supplier moving forward, if the Purchase Order Total does not exceed the selected Delivery Fee's Minimum Order Value.

#### Creating a New Supplier Delivery Fee

To create a new Supplier Delivery Fee for one of your Self-Managed Suppliers, first navigate to the Supplier's Profile, and click on the **\[Delivery Fees\]** tab:  
![Delivery Fees tab](/images/docs/for-purchasers/view-and-manage-suppliers-11.avif)

Then, click on **\[Create Delivery Fee\]:**

**![Create Delivery Fee](/images/docs/for-purchasers/view-and-manage-suppliers-12.avif)**

Third, complete the form that appears, and click **\[Create Delivery Fee\]** at the bottom of the form:

![Create Delivery Fee form](/images/docs/for-purchasers/view-and-manage-suppliers-13.avif)

The Delivery Fee has now been created. Please remember to [Activate the Delivery Fee](#ActivateDeliveryFee) if this is the Delivery Fee to be added to this Supplier's Purchase Orders in future.

### View Supplier Catalogs

1\. While viewing the Supplier's profile, select \[**Catalogs**\] tab. The Catalogs tab shows all the Catalogs that apply to your relationship with this Supplier. 

2\. Click \[**Catalog**\] to view Products & Prices inside the catalog.

![Supplier Catalogs tab](/images/docs/for-purchasers/view-and-manage-suppliers-14.avif)

See our help article [View Supplier Catalogs](/docs/for-purchasers/supplier-vs-self-managed-catalogs) to learn more.

Additionally, Purchasers can [create and assign a Self-Managed Catalog](/docs/for-purchasers/create-or-update-a-self-managed-catalog) to their Suppliers.

### View Supplier Purchase Orders

1\. While viewing the Supplier's profile, Select \[**Purchase Orders**\] tab.

2\. Complete the following actions, as required:

a. \[**Search Purchase Orders**\].

b. Click \[**Purchase Order**\] to view it.

c. Click \[**Requisition**\] to view related Requisition.

d. Click \[**GR Notes**\] to view Goods Receiving Notes, or create another GR Note.

e. Click \[**Invoices**\] to view related Invoices, or match another Invoice.

f. Click \[**Send**\] to view send details, or to send Purchase Order to Supplier.

g. Click \[**More Options**\] **→** \[**View Purchase Order**\] **→** \[**Print**\] **→** \[**Open in Legacy P+**\] **→** \[**Get Help**\].

![View Purchase Orders related to Supplier](/images/docs/for-purchasers/view-and-manage-suppliers-15.avif)

### View Supplier Invoices

1\. Select \[**Invoices**\] tab.

2\. Complete the following actions, as required:

a. \[**Search Invoices**\].

b. Click \[**Invoice Number**\] to view.

c. Click \[**Reference**\] or \[**Expense Account**\] to edit information.

d. Click \[**Purchase Order**\] to view.

e. Click \[**Status**\] to view Invoice Status and Approvers.

f. Click \[**GR Notes**\] to view Goods Receiving Notes, or create another GR Note.

g. Click \[**PDF Copy**\] to view PDF of Invoice, if available.

h. Click \[**More Options**\] **→** \[**View Invoice**\] **→** \[**Print**\] **→** \[**Open in Legacy P+**\] **→** \[**Get Help**\].

![View Supplier Invoices](/images/docs/for-purchasers/view-and-manage-suppliers-16.avif)