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Suppliers Catalog

Overview

The Suppliers Catalog in SARA provides a centralized way to register, edit, and track supplier information. Each supplier record captures basic details like name, short name, RFC/EIN, country, type, category, and classification—along with optional extras like credit information and documents. By maintaining a well-structured Suppliers Catalog, purchasing teams can ensure compliance, perform thorough evaluations, and streamline every step of the procurement process.

Features & Functionalities

  • Supplier Registration
  • Create a new supplier by specifying:
    • Name, short name, RFC/EIN
    • Country, type, category
    • Classification (used for advanced filtering or custom statistics)
  • (Optional) Attach required documents (e.g., compliance certificates).

  • Note: Bank account details are not entered during new supplier registration at this time.

  • Supplier Editing & Viewing

  • Update any supplier field, including name, address, or classification.
  • Toggle status (active/inactive/blacklisted).

  • View modal reveals all historical details:

    • Basic info (name, country, categories, classification)
    • Bank accounts (once added)
    • Ratings (e.g., quality, price, service, response time)
    • Documents

  • Bank Account Management

  • Currently, bank accounts are added or edited via the Edit Supplier modal after the supplier has been created.
  • Fields may include bank name, account number, CLABE, SWIFT, and account’s country.

  • You can add multiple bank accounts per supplier if needed.

  • Supplier Classification

  • Allows you to tag suppliers with an additional category (e.g., “Local,” “International,” “Strategic”) for deeper filtering or reporting.

  • Appears alongside other fields in the create/edit dialogs.

  • Credit Management

  • Define credit limits, currency, and payment types for each supplier.
  • Track available credit and quickly pay or deactivate a credit line.

  • View or edit credit entries in real time.

  • Document & File Handling

  • Link files (PDFs, images) to each supplier for compliance or reference.

  • Maintain an upload history for each document, with versioned archives.

  • Blacklist Checks

  • Mark a supplier as blacklisted if it appears on official watchlists (e.g., SAT’s list).
  • This status prevents the supplier from new transactions but retains existing records for auditing.

Note: You can customize which columns (e.g., name, short name, type, classification) appear in the Suppliers List via the Dynamic Table Configuration.

Status & Tracking

For detailed information about statuses, refer to the Status Documentation.

FAQs & Best Practices

Who can register or edit a supplier?

Users with “Suppliers Catalog” permissions can perform registration and edits.

How do I add or update bank accounts for a supplier?

Bank account details are not added during the initial creation. Instead, open the Edit Supplier modal for an existing supplier to add or change bank account information.

What is the difference between category and classification?

Category typically indicates a broad purchasing grouping (e.g., machinery, raw materials), while classification is an extra detail for advanced filtering or statistics. You can set both when creating or editing a supplier.

Can I modify the credit terms for a supplier?

Yes. Use the Credit Management view to adjust credit limits, currency, and payment types. You can also pay or deactivate existing credit lines.

How do I handle blacklisted suppliers?

Once blacklisted, a supplier can no longer be used for new orders. However, historical records remain accessible for reference.

Where do I configure which columns appear in the Suppliers List?

See Common Features for instructions on configuring table columns and saving personal layouts.