Suppliers Relationship Management (SRM) Module

Document History

Version	Author	Reviewer/Approver	Date of Issue	Page / Section	Brief Description
1.0	Deema Z.	Asma L.	14 May 2024	SRM	Reviewed

1. Supplier Management

This feature is designed to manage your Suppliers, allowing you to add new suppliers, edit existing ones, delete suppliers, and view their details.

1.1 View Suppliers

The user can view their defined suppliers in the system by navigating to the ‘Suppliers Management’ screen in the SRM Module from the left navigation panel as follows:

Add new Supplier: the user can add suppliers by clicking on ‘Add new Supplier’, referring to Add New Customer section.
Search: the user can search for the Suppliers by using the search field.
Show per page: the user can select the number of items to show on each page.
Actions: by clicking on Actions showing when hovering over a supplier, the user can view specific supplier details through the View Supplier Details section, edit the supplier by referring to the Edit Supplier section, edit supplier shipping cost referring to Supplier Shipping Cost, add transit time setting referring to Transit Time Setting or delete as shown below:

1.2 View Supplier Details

The user can view details of an existing Supplier by navigating to ‘Supplier Management’ Screen via SRM Module and click on Details from Actions as follows:

1.3 Add new Supplier

The user can add a new supplier by navigating to the ‘Supplier Management’ screen via SRM Module and clicking on Add new Supplier then filling in the information in the below outlined sections:

Supplier Name: this field represents the supplier's name.
Supplier Service: this field represents the supplier's service.
Supplier Code: this field represents the supplier's code.
Account Number: this field represents the supplier’s account number for integration purposes.
Status: this field represents the status where active means that the supplier is currently functioning with GN TEQ and inactive means that the supplier is no longer with GN TEQ
Description: this field represents the supplier’s description.

By clicking on Save, the system adds a new supplier successfully.

1.4 Edit Supplier

The user can edit the details of an existing supplier by navigating to the ‘Supplier Management’ screen via clicking on Edit from Actions:

By clicking on ‘Save changes’, the system updates the supplier’s information successfully.

1.5 Delete Supplier

The user can delete an existing supplier by navigating to the ‘Supplier Management’ screen via SRM Module and clicking on Actions when hovering over the customer then clicking on ‘Delete’.

1.6 Supplier Shipping Cost

The user can manage the shipping cost the first mile and last mile setting by navigating to the ‘Supplier Management’ screen via SRM Module and clicking on Actions when hovering over the supplier then clicking on ‘Supplier Shipping Cost' as follows:

First Mile Cost
- Estimated Cost: the user can calculate the shipping cost based on the chargeable weight of the shipment or flat rate per shipment.
- Actual Cost: the user can calculate the shipping cost based on the field by the user.
- Variances: differences between estimated cost and actual cost.
Last Mile Cost
- Estimated Cost: the user can calculate the shipping cost based on the chargeable weight of the shipment or flat rate per shipment.
- Actual Cost: the user can calculate the shipping cost based on the field by the user.
- Variances: differences between estimated cost and actual cost.

1.7 Transit Time Setting

The user can customize the transit time calculation triggers by navigating to the ‘Supplier Management’ screen via SRM Module and clicking on Actions when hovering over the supplier then clicking on ‘Transit Time Setting' as follows:

Select the calculation triggers for the shipping timeline three legs (Leg 1, Leg 2, Leg 3).
Select the single shipment event from the list.
Select the ending event.

Note:

When calculating the transit time for each of the legs, the system takes into consideration the weekend days in the Origin and Destination countries for the First and Third legs, respectively, as saved in the countries table. Both the business and calendar days should be calculated and saved.
In case of applying the same event more than one time, the system takes the action timestamp of the first event.

1.8 Shipping Label Customization

The user can customize shipping label through enter the label needed based on the branch code and destination country by navigating to the ‘Supplier Management’ screen via SRM Module and clicking on Actions when hovering over the supplier then clicking on ‘Shipping Label Customization' as follows:

Note:

In case of not meeting any of the conditions, the system to populate the default label, the selected supplier's label.

2. Supplier Ratesheet

2.1 View Supplier Ratesheet

The user can view their defined supplier ratesheet in the system by navigating to the ‘Suppliers Ratesheet’ screen in the SRM Module from the left navigation panel as follows:

Add Supplier Ratesheet:
Search: the user can search for the suppliers ratesheet by using the search field.
Show per page: the user can select the number of items to show on each page.
Actions: by clicking on Actions showing when hovering over a supplier ratesheet, the user can view specific supplier ratesheet details through the View Supplier Ratesheet Details section, edit the supplier ratesheet by referring to the Edit Supplier Ratesheet section, test ratesheet by referring to the Test Ratesheet or delete as shown below:

Figure 11- Actions Related Supplier Ratesheet

2.2 View Supplier Ratesheet Details

The user can view details of an existing supplier ratesheet by navigating to ‘Supplier Ratesheet’ Screen via SRM Module and click on Details from Actions as follows:

Figure 12- View Supplier Ratesheet Details

2.3 Edit Supplier Ratesheet

The user can edit the details of an existing supplier ratesheet by navigating to the ‘Supplier Ratesheet’ screen via clicking on Edit from Actions:

2.4 Add Supplier Ratesheet

The user can add a new supplier ratesheet by navigating to the ‘Supplier Ratesheet’ screen via SRM Module and clicking on Add Supplier Ratesheet then filling in the information in the below outlined section:

Ratesheet Type: this field represents the ratesheet’s name.
Ratesheet Name: this field represents ratesheet’s type.
Ratesheet Description: this field represents the ratesheet’s description.
Currency Code: this field represents the ratesheet’s currency.
Ratesheet Handler: this field represents the custom processor that supports multiple Excel templates.
Branch Status: this field represents the branch status where active means that the branch is currently functioning with GN TEQ and inactive means that the branch is no longer using the GN TEQ system
Product Type: this field represents the ratesheet product service. e.g.: DLV: Home Delivery, PUD: Office Drop off, or PSD: Parcel Station Drop off
Translation: this field represents the translations of the ratesheet.

Note:

In case that the shipment was created with no ratesheet for its details, then the estimated costs to be recorded as Zero.

By clicking on Save, the system adds a new ratesheet successfully.

2.5 Test Ratesheet

The user can test the ratesheet by navigating to the ‘Supplier Ratesheet’ screen via the SRM Module and clicking on Test Ratesheet from Actions, as follows:

By clicking on Get Rate, the system tests the reatesheet successfully.