Administration - Suppliers

Where found? Administration menu > Suppliers

Accessibility? Users with administration or resource management permissions can view and edit.

How used?

SolarNexus allows you to create and manage requests for quotation (RFQs) and purchase orders (POs) to any of your external suppliers  (see Managing Procurement (RFQs and POs)) as well as placing orders for project services on the SolarNexus platform (see Ordering Plansets).

Before creating any type of order on SolarNexus, you must have your Supplier(s) defined in your account.

Add Suppliers

From the Suppliers screen (Administration > Suppliers), click Add Supplier, then choose:

1. "Select from the SolarNexus Suppliers list"
   Select SolarNexus supplier. This will notify the supplier of your request to place orders. Supplier will contact you to discuss pricing and other details.  Once the supplier approves you, they become an approved internal supplier.
2. "Add your custom supplier/distributor"
   enter the name and (optionally) their orders e-mail so that SolarNexus can automatically e-mail them PO or RFQ PDF's you generate.

Associate Products in Company Catalog with Suppliers

For your custom defined Suppliers, you will need to manually associate products in your Company Catalog with the supplier(s) from whom you can order them so that you can add those products to POs for a that supplier. NOTE that you do NOT need to do this step for service products provided by SolarNexus internal suppliers.

Click to edit a product, add Supplier, and select your custom created supplier from the drop-down list. You will have to manually input their order number and pricing, and maintain that data going forward.