Suppliers or vendors represent the organizations or companies from which you purchase products or services. To access and modify supplier details, simply double-click on the name of the company from the supplier list.

The supplier details provides tabs for KEY INFO, CONTACTS, COMMENTS and HISTORY. On the KEY INFO tab you can:

1. Edit the company name
2. Edit the company's primary phone or email address
3. Specify who is your primary contact at this company. You can create new contacts in the CONTACTS tab
4. Specify what type of company this is e.g. independent sub-contractor, supplier, business partner etc.
5. If you want to model your supplier's organization structure such as head-quarters and satellite locations then create a supplier record for each location and mark the parent company for each location or subsidiary
6. Specify the address suppliers invoices are received from
7. You can also specify the ship from and shipment returns address, or check the box to make it the same as the bill-from address
8. The DUNS number is a unique 9-digit coding system used throughout the US, maintained by Dun & Bradstreet
9. The supplier number or code in your system. Often it is easier to refers to suppliers by number instead of by name
10. When supplier records are imported from SAP the SAP vendor number is stored here. It is important to match the vendor number in your historical SAP purchase orders
11. Military and US Govt. suppliers once they register at the US Govt System for Award Mgt. receive a CAGE code
12. Payment terms dictate how many days after receiving a purchased part or purchasing payment milestone, payment to this supplier will likely take place. This is useful for cashflow projections
13. The supplier's currency which is often the source currency for purchased part costs. You can manage exchange rates in a proposal
14. The primary role for this supplier's site or location maintained here; for example is this location primary for production and shipping product, or a contractual/commercial organization which you receive invoices from. You can maintain individual contacts at the supplier by role in the Contacts tab
15. The person or buyer in your organization who is primarily responsible for this supplier relationship can be selected
16. If only one of your company or segments deals with this supplier you can optionally maintain the internal company which primarily deals with this supplier here
17. Finally information is displayed about when the supplier record was created.

Customer proposals especially for US Federal and State Govt. agencies, often require a certain percentage of the contract spend to go to small and disadvantaged business entities. Managed by the US Govt. Small Business Administration, registered suppliers can receive small business classifications such as being majority owned by a population minority, a native American tribe, economically disadvantaged persons, women or veterans. You can maintain supplier SBA classifications in the Small Business Data tab and use this to report on total spend in your proposal against each small business classification code.