Supply Chain
£15/mo · included from ProSupplier records that make spend answerable
A supplier database with an approved flag, a performance rating, payment terms in days, your account reference, a category, and as many named contacts as the merchant has. Purchase orders point at these records, so "what did we spend with them last year" is a question you can just ask. Included from Pro up.
What the Supplier Management module does
- Holds supplier name, contact, email, phone, full address, website and account reference.
- Holds payment terms in days, so the due date comes out of the order date rather than a guess.
- Classifies suppliers into five categories: materials, services, utilities, equipment and other.
- Flags a supplier as approved and carries a performance rating with notes.
- Stores multiple contacts per supplier with name, role, email, phone and a primary flag.
- Carries Xero and QuickBooks contact references so pushed bills are traceable.
- Links to purchase orders and stock items, so the spend and the parts it bought aren’t in two places.
Supplier Management: how it works
What is an approved supplier list and why keep one?
The suppliers you’ve vetted and will let your buyers order from. A list like that only bites if it lives where the orders get raised. The approved flag sits on the record the PO points at, so an order to somebody unapproved shows up instead of going through unnoticed.
How does supplier data feed spend analysis?
Purchase orders point at the supplier record and carry values and categories at line level, so spend by supplier, by category and by job all come off the orders. The payment terms on the supplier then turn an order date into a date you expect to pay.
How does this relate to van stock?
A stock item can name its supplier, so a part under its reorder level already knows where it comes from. Van Stock is a £99-a-month bolt-on and runs alongside this one.
Supplier Management: at a glance
- Plan
- Included from Pro
- Add-on price
- £15/month
- Categories
- 5
- Contacts
- Multiple, with a primary
Supplier Management
£15per month
Supplier Management is a bundled module. Plans are a ladder, so it comes with Pro and with Enterprise. On a lower plan you can switch it on by itself for £15 a month.
Included from Pro, £299 a month
- Included on Pro and above at no extra cost.
- £15 per month as an individual module on a lower plan.
- Included in full during the 14-day free trial.
- No implementation fee and no minimum term.
Questions
Supplier Management: frequently asked
Which plan includes supplier management?
It’s included from Pro up. On a lower plan it’s £15 a month on its own.
Can I hold more than one contact per supplier?
Yes. As many as you like, each with a name, role, email and phone, and one of them marked primary.
Does Estimark import supplier price files?
Yes. There’s a supplier price import record alongside the price book, so a trade price file gets brought in rather than typed out.
Related
Purchase Orders
Where a supplier record turns into a commitment.
Van Stock & Inventory
The parts a supplier supplies, held per van and store.
Subcontractor Management
The labour side: register, RFQs and insurance.
For builders & contractors
Pro at £299/month. Payment applications, HR, training, plant and fleet.
Job costing & CVR
Actual, committed and forecast cost per job, with a cost value reconciliation pack.
Pricing & plans
Solo £39, Core £129 and Pro £299 a month plus seats. Enterprise is quoted. Bolt-ons are priced separately.
Try it on a real job.
14 days, full access, every plan. No implementation fee.