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Yesterday I had a call from a client who was having difficulties monitoring conversations with their customers and suppliers. This was making them seem unorganised as they weren’t able to keep up to date on recent communications. Further to this, they were unable to analyse their supply chain and unable to make smarter purchasing decisions.
There are a few options on how to record this information within Sage 200 depending on exactly how you are monitoring suppliers:
1. We could build you a custom module specifically with the requirements that you need, this would not be able an immediate start though and would cost money
2. You could create a supplier rating system using the analysis codes on the trading tab within the Supplier Account.
3. You could create notes on the notes tab within the supplier account. This option is available on the default Sage 200 software – When double clicking on an account within the Supplier List or the Customer List the last tab across the bottom is ‘Memo’s’
The option that our client chose to use was option 3, and it didn’t cost them anything! We also created them a custom report to allow them to pull off the comments for regular review.
Of course, you could always use option one and two in conjunction with each other, the choice is yours.
Do you have any other supplier scenarios you want answers to? Be sure to contact us should you have any questions or queries!