3.8 Top Suppliers

This topic provides systematic insructions about your customer’s top suppliers can be captured and analyzed from this tile.

This tile allows to capture and analyze information about the top suppliers of your customer.

  1. Click the capture icon in the Top Suppliers tile.
    The Top Suppliers screen is displayed.

    Figure 3-62 Top Suppliers


    Description of Figure 3-62 follows
    Description of "Figure 3-62 Top Suppliers"

  2. To add the top supplier details, click the add icon. The Top Supplier window is displayed.
  3. Select the following details about the top supplier from the drop down list:
    • Supplier sector
    • Industry group
    • Industry
    • Sub industry

    For information on fields in the Top Supplier screen, refer the below table.

    Table 3-24 Top Supplier

    Fields Description
    Supplier name Type the top Supplier name.
    Company type Select the top supplier's Company type from the drop down list.
    Years of association Specify the number of Years of association between your customer and the top supplier.
    Purchase percentage Specify your customer's Purchase percentage from the top supplier.
    Turnover range Select the top supplier's Turnover range from the drop down list.
    Major product purchased Type the name of Major product purchased by your customer from the top supplier.
    Currency Search and select the Currency for purchase amount.
    Purchase percentage field In the Purchase percentage field, specify the purchase amount in percentage.
    Does supplier get credit period? If the supplier gets credit period, enable the Does supplier get credit period? switch.
    Creditor days Specify the Creditor days.
    Pricing review If the pricing needs to be reviewed, enable the Pricing review switch.
  4. Select the following details about the top supplier from the drop down list:
    • Supply timeliness
    • Quality of service
    • Supplier importance
  5. Click the add icon.
    The Sale Detail window is displayed.

    Figure 3-64 Sale Detail

    Description of Figure 3-64 follows
    Description of "Figure 3-64 Sale Detail"

    For information on fields in the Sale Detail screen, refer the below table.

    Table 3-25 Sale Detail

    Fields Description
    Sale item Type the name of item sold by the top supplier in Sale item field.
    Quantity sold Specify the Quantity sold by the top supplier.
    Sale value currency Search and select the Sale value currency.
    Sale value and Purchase percentage Specify the Sale value and Purchase percentage in corresponding fields.
    Supply frequency Select the Supply frequency from the drop down list.
    Sale description Type the Sale description.
  6. Click Save. Current year sales detail are added and listed in the Current year sales section as shown below:

    Figure 3-65 Current Year Sales

    Description of Figure 3-65 follows
    Description of "Figure 3-65 Current Year Sales"
  7. To edit the added item from the list, select the item and click the edit icon.
  8. To delete the added item from the list, select the item and click the delete icon.
  9. Click the add icon.
    The Sale Detail window is displayed.

    Figure 3-66 Sale Detail

    Description of Figure 3-66 follows
    Description of "Figure 3-66 Sale Detail"

    For information on fields in the Sale Detail screen, refer the below table.

    Table 3-26 Sale Detail

    Fields Description
    Year In the Year field, specify the previous year for which the sales detail is to be added.
    Sale item In the Sale item field, type the name of item sold by the top supplier in previous year.
    Quantity sold Specify the Quantity sold in the previous year.
    Sale value currency Search and select the Sale value currency.
    Sale value and Purchase percentage Specify the previous year Sale value and Purchase percentage in corresponding fields.
    Supply frequency Select the previous year Supply frequency from the drop down list.
    Sale description Type the Sale description.
  10. Click Save. Previous year sales detail are added and listed in the Previous year sales section as shown below:

    Figure 3-67 Previous year sales

    Description of Figure 3-67 follows
    Description of "Figure 3-67 Previous year sales"
  11. To edit the added item from the list, select the item and click the edit icon.
  12. To delete the added item from the list, select the item and click the delete icon.
  13. Click the add icon. The Sale Detail window is displayed.

    Figure 3-68 Sale Detail

    Description of Figure 3-68 follows
    Description of "Figure 3-68 Sale Detail"
    For information on fields in the Sale Detail screen, refer the below table.

    Table 3-27 Sale Detail

    Fields Description
    Year In the Year field, specify the upcoming year for which the sales detail is to be added.
    Sale item In the Sale item field, type the name of item to be sold by the top supplier in upcoming year.
    Quantity sold In the Quantity sold field, specify the amount of items to be sold in the upcoming year.
    Sale value currency Search and select the Sale value currency.
    Sale value and Purchase percentage Specify the upcoming year Sale value and Purchase percentage in corresponding fields.
    Supply frequency Select the upcoming year Supply frequency from the drop down list.
    Sale description Type the Sale description.
  14. Click Save. Upcoming year sales detail are added and listed in the Projected sales details section as shown below:

    Figure 3-69 Projected sales details

    Description of Figure 3-69 follows
    Description of "Figure 3-69 Projected sales details"
  15. To edit the added item from the list, select the item and click the edit icon.
  16. To delete the added item from the list, select the item and click the delete icon.

Figure 3-70 Our Customers

Description of Figure 3-70 follows
Description of "Figure 3-70 Our Customers"

For information on fields in the Our Customer screen, refer the below table.

Table 3-28 Our Customer

Fields Description
Is borrower If the top supplier is a borrower in your bank, enable the Is borrower switch.
No of facilities held In the No of facilities held field, specify the number of facilities availed by the top supplier.
Currency Search and select the Currency for total exposure.
Total exposure Specify the top supplier's Total exposure amount in your bank.
Deposit account held If the top supplier has a deposit account in your bank, enable the Deposit account held switch.
No of deposit accounts Specify the No of deposit accounts held by the top supplier.
Currency Search and select the Currency for the total deposit amount.
Total deposit amount Specify the Total deposit amount in the top supplier's deposit accounts.
Internal rating Select your bank's Internal rating for the top supplier from the drop down list.

Figure 3-71 Alternate Suppliers

Description of Figure 3-71 follows
Description of "Figure 3-71 Alternate Suppliers"

For information on fields in the Alternate Suppliers screen, refer the below table.

Table 3-29 Alternate Suppliers

Fields Description
Company name Type the alternate top supplier's Company name.
Company type Select the alternate top supplier's Company type from the drop down list.
Any past transactions If the alternate top supplier has past transactions record, enable the Any past transactions switch.

  1. Click Add. Alternate top supplier details are added and listed as shown below:

    Figure 3-72 Alternate Suppliers

    Description of Figure 3-72 follows
    Description of "Figure 3-72 Alternate Suppliers"
  2. To Update, Delete and Clear the alternate Supplier detail, select the item from the list and click the corresponding option.
  3. In the Top Supplier window, click Save. Top supplier details are added and displayed in the Top Suppliers screen.
  4. To Edit, Delete and View the added top supplier details, click the hamburger icon in required item and select the corresponding option.

    Note:

    The user can alternatively use the edit and delete icons beside the add icon to modify and delete the top supplier detail.

    To modify and delete the top supplier detail using these icons, select the item from the list first and then click the respective icon.

  5. To analyze the top suppliers details, click Next in the Top Suppliers page.
    The Analysis screen is displayed.

    Figure 3-74 Analysis


    Description of Figure 3-74 follows
    Description of "Figure 3-74 Analysis"

  6. Select the answer for all the questions. A score is generated for the top supplier based on the selected answers.

    Note:

    To view the next question, use right arrow at the side of the Analysis page.
  7. Click Next.
    The Comments screen is displayed.

    Figure 3-75 Comments


    Description of Figure 3-75 follows
    Description of "Figure 3-75 Comments"

  8. Type the overall Comments for the Top Supplier Analysis.
  9. Click Post. Comments are posted below the Comments box.
  10. Click Submit.
  11. To view the top supplier dependency trends, click the trend analysis icon beside the capture icon in Top Suppliers tile. The Supplier Dependency Trends window is displayed.

    Refer Viewing Dependency Trends sub-section in Debtor section for information on Trend Type options available in the Supplier Dependency Trends window.

Parent topic: Enrich and Analyze