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Supplier Management

Zylio's Supplier Management module allows you to maintain a comprehensive database of your suppliers, track their status, and analyze their performance. The Suppliers section provides tools to efficiently manage your supplier relationships and optimize your procurement processes.

Supplier Dashboard Overview​

The Supplier Management dashboard displays:

  • A list of all your suppliers with their status
  • Key metrics and performance indicators
  • Tools for adding and managing supplier information

Viewing Suppliers​

The main Suppliers view presents a table with the following information:

  • ID: Unique identifier for each supplier
  • Status: Active or Inactive
  • Name: Company name
  • ZIP Code: Postal code
  • City: Location city
  • Country: Location country
  • Business Registration Number: Official registration ID

Supplier Performance Metrics​

The dashboard shows that your organization is working with:

  • 17 suppliers with 100% of the supplier catalog coverage
  • Budget allocation per supplier
  • Quote counts per supplier

Adding a Supplier​

To add a new supplier to your database:

  1. Navigate to the Suppliers section from the left navigation menu
  2. Click the blue "+ Add a supplier" button in the top-right corner
  3. Complete the supplier form with the following information:
    • Company name
    • Contact information
    • Location details
    • Business registration number
    • Other relevant identification information
  4. Set the supplier status as "Active" or "Inactive"
  5. Click "Save" to add the supplier to your database

Modifying Supplier Information​

To edit an existing supplier's details:

  1. Navigate to the Suppliers section
  2. Find the supplier you wish to modify in the list
  3. Click the vertical ellipsis (⋮) in the far-right actions column
  4. Select "Edit" from the dropdown menu
  5. Update the necessary information
  6. Click "Save" to confirm your changes

Managing Supplier Status​

You can easily activate or deactivate suppliers:

  1. Navigate to the Suppliers section
  2. Find the supplier you wish to modify
  3. Click the vertical ellipsis (⋮) in the actions column
  4. Select "Change Status"
  5. Toggle between "Active" and "Inactive" as needed

Active suppliers (displayed with green status indicators) are available for selection in quotes and services, while inactive suppliers (red indicators) are maintained in the system but not available for new quotes.

Supplier Details and Analysis​

To view detailed information about a supplier:

  1. Navigate to the Suppliers section
  2. Find the supplier you wish to view
  3. Click on the supplier's name to access their detailed profile

The supplier detail view provides:

  • Complete contact information
  • Performance history
  • Quote history
  • Budget allocation
  • Service categories
  • Active locations

Supplier Budget Analysis​

The Dashboard provides insights into your top suppliers by budget

These insights help you identify your most strategic supplier relationships and opportunities for negotiation or consolidation.

Tips for Effective Supplier Management​

  • Regularly review inactive suppliers to determine if relationships should be terminated or renewed
  • Maintain accurate supplier information to ensure smooth communication
  • Track supplier performance metrics to identify your most reliable partners
  • Compare quotes across multiple suppliers to ensure competitive pricing