Control Panel: Catalogue Overview

The Catalogue section of the PLANERGY Control Panel is divided into subsections namely Items, Suppliers, and Categories.

The Items section enables you to manage the list of items for the users to request and order. You can include the details of multiple suppliers for a single item so that users can choose the best price for it.

It also allows the users to identify another supplier in case a supplier cannot fulfil an order as requested.

The Suppliers section lets you manage suppliers and attach their items. You can also upload documents directly to the suppliers and thus track contracts for easier compliance management.

The Categories section allows you to manage categories to assign items to them, and also for easier budgeting and reporting purposes.

For more information, refer to the following sections:

Items
Suppliers
Categories

Items

Items Overview

You can add the entire item catalogues of your approved suppliers in PLANERGY with the correct detail and pricing.

In this section, you can view, edit, or add new items based on your permissions which may not allow you to see all of the options.

Navigate to Control Panel > Catalogue section and press Items. The Control Panel > Items page is displayed.

For more information, refer to the following sections:

How to Add or Edit New Item

To add a new item, follow the steps below.

On the Control Panel > Items page, press Add New Item. The Add Item page is displayed.
In the Item section, enter the name of the item in the Item Name field.
Enter any description or information about the item in the Description field.
Select the make of the item from the Item Make dropdown list.
Note
You can add the make of the item if it is not available in the list by pressing the Add icon.
In the Add Item Make dialog displayed, enter the make name of the item in the field provided and press Add.
Select the item category from the Category dropdown list.
Select the general ledger code from the GL Code dropdown list.
Select the tax applicable to the item from the Tax dropdown list.
Enable the Purchaseable button to allow the item to be purchased.
Enable the Active button to allow the item to be displayed.
In the Details Per Supplier section, enter the code for the supplier in the Code field.
Select the supplier from the Supplier dropdown list.
Enter the price from the Price field.
Select the general ledger code from the GL Code dropdown list.
Select the tax from the Tax dropdown list.
Enter any information or description of the supplier in the Description field.
Press Save. The success notification is displayed.
Note
To edit an item, press anywhere in the row of the item you wish to update on the Control Panel > Items page.
The Edit Item page is displayed.You can now make the necessary changes to the fields and save the data.

How to View Price Audit Trail of Items

You can view the history of price changes made on an item by following the steps below.

On the Control Panel > Items page, press anywhere in the row of the item you wish to view the price audit trail. The Edit Item page is displayed.
Press Price Audit Trail. The Price Audit Trail is displayed.The item details such as the item code, supplier, item price, created by, and date of creation are displayed.

Suppliers

Suppliers Overview

The Suppliers section enables you to manage the suppliers you are working with and also attach their items.

You can directly upload documents to the suppliers which will help you keep track of contracts. This will aid in easier compliance management.

You can view, edit, add, or import suppliers based on your user permissions which may not allow you to see all of the options.

Navigate to Control Panel > Catalogue section and press Suppliers. The Control Panel > Suppliers page is displayed.

For more information, refer to the following sections:

Common Operations Across All Core Sections of Control Panel
How to Add a Supplier
How to Edit a Supplier
How to Export a Supplier to your Accounting Software
How to Import a Supplier from Accounting Software

How to Add a Supplier

To add a supplier, follow the steps below.

On Control Panel > Suppliers page, press Add New Supplier. The Add Supplier page is displayed.
Enter the required fields. For more information on entering the fields for adding the supplier, refer to the following sections:

Supplier Details
Supplier Main Contact Details
Configure Early Payment Discount
Supplier Code by Company
Attach Document

Once all the fields are entered, press Save. The success notification is displayed.

How to Edit a Supplier

To edit supplier details, press anywhere in the row of the supplier you wish to update on the Control Panel > Suppliers page.
The Edit Supplier page is displayed.
You can now make the necessary changes to the fields as required and save.

Supplier Details

To enter the primary details of the supplier, follow the steps below.

Note

All fields with an asterisk (*) are mandatory.

In the Supplier section on the Add New Supplier page, enter the name of the supplier in the Supplier Name field.
Enter the unique code for the supplier in the Supplier Default Code field.
Enter the phone number of the supplier in the Supplier Phone field.
Enter the address of the supplier in the Supplier Address field.
Enter the email address of the supplier in the Supplier Email field.
Select the credit term for the supplier from the Supplier Credit Days dropdown list.
Note
You can add a new credit term by pressing the Add icon. The Add Term dialog is displayed. Enter the required data in the fields provided and press Add.
Select the currency used for transactions by the supplier from the Supplier Currency dropdown list.
Enter any information or description about the supplier in the Supplier Comment textbox.
Enable the Non PO Supplier button if the supplier provides the goods/services without a PO.
Enable the Active button to allow the supplier to be available in the system.

Note

By default all suppliers are active.
Orders can only be created for active suppliers.
If a supplier is set as inactive or archived, they are no longer available to be used in the system.

The primary supplier details are entered.

Supplier Main Contact Details

To enter the main contact details of the supplier, follow the steps below.

On the Add New Supplier page, scroll down to the Main Contact section.
Enter the name of the sales contact person of the supplier in the Contact Name field.
Enter the phone number of the salesperson in the Contact Phone field.
Enter the email address of the salesperson in the Contact Email field. The main contact details are entered.

Configure Early Payment Discount

To configure the early payment discount for the supplier, follow the steps below.

On the Add New Supplier page, scroll down to the Early Payment Discount section.
Activate the Enable EPD button to enable the early payment discounts from the supplier.
Enable the Automatically Prepopulated button to display the early payment discount applicable automatically on the order.
Enter the number of days prior to the due date to enable the early payment discount in the No. of Days field.
Enter the percentage applicable for early payment discount in the EPD% field.
Select the VAT criteria applicable for the early payment discount from the EPD Applied dropdown list. The early payment discount configuration for the supplier is set.

Supplier Code by Company

To add the supplier code for companies, follow the steps below.

On the Add New Supplier page, scroll down to Supplier Codes By Company section.
Press the Add icon to add a supplier code.The Code and Company fields are displayed. Note that both fields are mandatory.
Enter the code of the supplier in the Code field.
Select the company applicable for the supplier from the Company dropdown list. The supplier codes are added by the company. You can add multiple data by pressing the Add icon.

Attach Document

To attach a document to the supplier, follow the steps below.

On the Add New Supplier page, scroll down to the Documents section.
Press Choose Files. The Open dialog is displayed.
Select the document from your system and press Open. The document is attached.

How to Export a Supplier to your Accounting Software

To export the supplier to the connected accounting software, follow the steps below.

In this example, we are showing you how to export supplier details to Xero. You can follow similar steps to export the supplier to other accounting software as well.