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Add New / Open existing Supplier record
To add a new supplier click on the Add Supplier button in the top right of the screen.
Note: the new supplier name MUST BE UNIQUE
To open an existing record simply click on the supplier name in the supplier name column of the grid
Entering a new Supplier
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Details Tab
Supplier Name
This must be unique and may contain alpha-numeric characters
Supplier Type
Use the Drop down box to select from:
SubContractor For example an outside firm that you subcontract work out to, or a Owner Driver that you pay / Job
Employee This could be an employee of your company or an employee of one of your subcontractors
CX Member A Courier Exchange Supplier that you give work to
PDAIf you wish to set up a specific device for Journease Mobile irrespective of the driver
NOTE:
SubContractors and Employees MUST be set up before you can use them on a Job.
CX Members can be assigned to a Job through the CX integration and a Supplier Record will be automatically set up for them
CX Id
If creating a CX member manually then you need to enter the CX Member ID here
Supplier Address
Address Line 1
Postcode - Once geocoded will automatically fill in the City (NOTE: If postcode cannot be Geocoded then you will not be able to route to/from this address)
Department Code
If using SAGE as a third party accounts package this will need to be set to match the Sage Department Code for suppliers, otherwise set it to 1
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Details | Costs & Rates
Details Tab
Active checkbox
Having this ticked will make the Supplier Active.
Untick if the supplier is no longer operating for your company. Non-Active suppliers will not appear for selection in your supplier drop downs (e.g. Job Screen - Supplier, Live console - supplier, etc)
In Journease we cannot DELETE suppliers only make them NON-ACTIVE for historic records
Hold Checkbox
If a supplier is still operating for you but is currently on hold then ticking this checkbox will notify the user when trying to create a job using this supplier
Show on mobile App
If you are usingJournease Mobile and have either Job Creation or Vehicle Checks addons, then ticking this checkbox will allow this supplier to sign for the vehicle check and be available for instant allocation of jobs created on the mobile.
Default Depot
If you are set up with mutiple Depots, use this drop down to signify which Depot this supplier works from. leaving it blank will make them available for ALL depots
Default Driver
If this supplier is an external firm, you may have a specific Employee that you always use from the firm, entering that driver as a default means that whenever you select this supplier the driver will be added to the job by default. NOTE this can be changed on the job if need be.
Default Vehicle
If this supplier uses a specific vehicle (Reg) then you can add that here, whether it is one of your vehicles or not.
Whenever you select this supplier the Vehicle Reg will be added to the job by default. NOTE this can be changed on the job if need be.