Making the most of OneBoxBM - Supplier Admin

This is part of a series of posts that’s designed to help you get the most out of OneBoxBM, to view the index click here.

In OneBoxBM supplier management is split between the supplier management area and the admin area.

To make your life easier we’re only going to cover the admin area in this post, which includes:

• Supplier Groups
• Document Types
• Shared Document Types

Note: We’ve also put together some useful help guides to help you manage your supplier data; we’ll reference the specific guides in each section.

Supplier Groups

Note: You can view the relevant help guide for the 'Supplier Groups Manager’ at the following link.

Supplier groups are used as a means of grouping supplier together, while you can have as many supplier groups as necessary, each supplier may only have a single group.

Note: We may look to change this further down the line, so that suppliers can be assigned to as many groups as necessary.

Now if we take a restaurant as an example then we could have the following.

• Food & Drink
• Equipment
• Furniture & Decoration
• Maintenance

The idea here being that you would be organsing suppliers by the type of goods/services that they provide.

Now you could go a step further and break food & down based upon type like so:

• Hot Drinks
• Soft Drinks
• Alchohol
• Meat
• Baked Goods
• Etc...

Which in most cases is probably overkill, as your likely to end up with as many groups as you have suppliers.

Document Types

Note: You can view the relevant help guide for the ‘Document Types Manager’ at the following link.

Document types are used as a way of grouping supplier documents; each supplier document can only be assigned one type, but document types can have many documents stored under them.

If we use a restaurant as an example, we could have the following:

• Invoices & Receipts

Shared Document Types

Note: You can view the relevant help guide for the ‘Shared Document Types Manager’ at the following link.

Shared Document types are used as a way of grouping shared supplier documents; each document can only be assigned one type, but document types can have many documents stored under them.

If we use a restaurant as an example, we could have the following:

• Policy
• GDPR

We hope this gives you some additional insight into how to make better use of OneBoxBM to manage your supplier data.

In Summary

• Supplier Groups
  • You can assign each supplier to a group, allowing you to organise them by type, priority and/or by their parent company/group.
  • As it stands each supplier can only be assigned to a single supplier group at any one time; we may look to amend this in a future update.
• Document Types
  • You can store multiple documents against each supplier, not only that you can group them by document type.
  • The system supports multiple document types including, PDF, Word, Excel, Jpg and Png; the only restriction is that the document is under 5MB in size.
• Shared Document Types
  • You can use shared supplier documents to store all of your key policy documents and any materials relating to suppliers in one place.
  • The system supports multiple document types including, PDF, Word, Excel, Jpg and Png; the only restriction is that the document is under 5MB in size.
  • Shared supplier documents can be accessed from both the 'Supplier Management' area and any computer or device with 'Terminal' access.