Manufacturers & Suppliers
Manufacturer and/or Supplier details can be stored in your company database. You can store company information, addresses and individual contacts. Almost all the documentation that covers customers is also applicable to manufacturers. You should first read through the documentation on customers to learn about adding basic company, contact and address data. The following page adds information specific to manufacturers and suppliers.
Adding a manufacturer or supplier
Click the plus sign next to Contacts located on your left, main vertical menu as shown in Figure 1 below.
Select Manufacturer or Supplier from the sub-menu as shown in Figure 1 below.
Click the plus sign in the top right corner of the screen.
Enter the basic manufacturer/supplier details (only name is absolutely required) on the form as illustrated in Figure 2 below.
Click the "Create Company" to add the manufacturer/supplier to your organization.
Figure 1:
Figure 2:
You can later edit the manufacturer's (or supplier's) name, location, currency and other settings by click the edit icon from the company details page.
Manufacturers & currencies
When creating a manufacturer, the currency you select is the currency in which your manufacturer quotes and charges. In turn, this will be the currency in which you enter manufacturing prices for associated products. It will also be the currency used when building a production order for this manufacturer.
You can change a manufacturer's currency at any time. Note that this will not change the currency of any existing production order. You should ensure that a manufacturer's currency is set correctly before you start to create production orders.
Also, when you change a manufacturer's currency, the currency of all product variation manufacturing price will also change. However, the manufacturing price will not automatically convert to the equivalent value in the new currency. For example, if you have a product with a manufacturing price of 10 EUR, changing the manufacturer's currency from EUR to GBP, will result in the product having a manufacturing price of 10 GBP.
Uphance also lets you enter contact and address data during the production workflow, so it isn't strictly necessary to enter all of your manufacturer data before getting started entering production orders. You may, however, have an existing spreadsheet of contact data that you want to import.
You can also specify "tags" for your manufacturers and suppliers to help locate them more quickly in the future. See our Tags Article for additional information.
Note: Currently, you cannot delete a individual contact that has been referenced from a production order.
Add an individual contact
Navigate to the associated company for this individual.
Click the "+ Contacts" icon.
Enter at least one piece of contact information (name, phone or email)
Click "Create Contact".
Add an address
Navigate to the associated company for this individual.
Click the "+ Addresses" icon.
Enter at least one line of the address.
Click "Create Address".
Other Features
You can also set other default settings for the manufacturer or supplier including favorite products, financial and tax information. You can also see Production Order History for the manufacturer from this page.
Associating products with manufacturers
Navigate to the relevant product.
Under "Variations:" scroll down to the "Production" section.
Select the manufacturer from the drop-down list.
Enter a production price under "Unit price" if necessary.
Click the "Save" button to save your changes.
Shipping
Within your Product's Variation tab, you will find a Shipping section that allows you to associate your Swatch images and standard colors to the product's Textile content and weight by typing them directly into the appropriate fields as shown below.
Figure 3
For the Tariff Code, Country of Origin and Intrastat Code, these are "editable" fields in this Product variation view. However, for the MID Code, it is "read only" in the Product variation view and editable within the Manufacturer's profile. To update the Manufacturer's profile:
Select Contacts>Manufacturer from your main, left vertical menu
Locate the Manufacturer for your product as specified in Figure 3 above
Enter the MID Code for your Manufacturer in the appropriate fields as shown in Figure 4.
Click Update to save your changes to that Manufacturer's profile.
Figure 4
Next steps