Documentation

You manage the company-wide groups here. Groups are an easy option for combining users in order to provide them the same access rights. Group types are used for classifying these kinds of groups.

Distribution lists make it easy to address documents to several suppliers.

All users that are assigned the respective distribution list can use it to address documents.

You can download the requests shown in the request overview as an Excel file with more details.

The data is packed as a ZIP file to reduce the transfer size. The file contained in the ZIP file is opened with a double click as normal directly into Excel. If the file is not opened directly, right-click on it and select Open in the context menu and then Microsoft Excel.

Predefined reports

Users or administrators can produce distribution lists which contain details of suppliers and contact persons. Administrators assign the distribution lists to the relevant users and user groups. When producing a request, users can access the assigned administrator distribution lists as well as their own distribution lists.

In the search for users you will find your colleagues from both your customer location and from others. You use the search for users with the maintenance of company-wide and personal groups, with the assignment of colleagues to request templates/requests, as well as with the selection of your substitute.

Tip: If you do not enter a search criteria in the search and click directly the Search button, a list of all colleagues appears.

You can translate the field descriptions of flexible fields in a template into other languages to also display the templates in the respective language to users with other language settings.

You can use groups to classify users of your company who are supposed to share the same access rights. In addition, SupplyOn can set up group types on your request. Group types can be used to identify groups.

On the page “Manage groups”, you can create new groups and change or deactivate already existing groups. Furthermore, you can download an Excel list of all available groups and group members.

You can store central exchange rates for your company with the help of exchange rate lists. Here you award a name for the list, select the currency combinations and enter the exchange rates. If you have several exchange rate lists, you can create these as individual lists.

The file to be uploaded must contain the following header:

PartNumber;Description;UOM;NetWeight;WeightUOM;MinStock;MaxStock;MinDaysSupply;MaxDaysSupply;SignalStockLevel;SafetyStockMethod;RoundingValue

If all fields do not have to be filled, the empty fields must be seized with semicolons.