Add a Supplier Category

To add a Supplier Category while in the Categories Module click Add Specific Category > Supplier Category. Supplier Categories can be selected when adding a supplier in Master Data.

Examples of supplier categories include packaging & ingredient suppliers.

Details

Enter Category Details
  1. Name: Enter the name of the supplier category e.g. ingredient, packaging, service etc.
  2. Folder: Choose a folder to add the category into to keep your data organised.
  3. Associated Pre-Assessment Template: Here you can choose a pre-assessment template that has been set up that should be associated with the supplier category you are adding. It is not mandatory to select this. You can simply delete the line. Templates are built in the Supply Chain Management Module.
  4. Associated Full Assessment Template: If you have a full assessment template created you can associate it here. This is not mandatory and the line can simply be deleted. This can be updated at a later stage when you have a template created.
  5. Description: Add a description to help other users better understand if applicable.