The Associate is a person who is connected with other businesses and act as a partner or campaign of business. 

Details of a Associate


1. Basic Info

1) The vendor name.

2) he associate code is for uniqueness of an associate. 

3) The contact name using which we can contact.It may same as name but sometimes differs.

4) Associate Type: The type of associate can be dealer, distributor, supplier, fabricator, designer etc.,

5) Referred By: The person who refers an associate.

2. Contact Information

The contact information include 

1) Primary phone and secondary phone

2) Mobile number details for calling 

3) Fax number to send some documents 

4) Email address for mailing and 

5) Website information to know about the associate.

3. Address

The address information of an associate for reference.

4. Location

The company location to which he is an associate.

5. Sales Representative

The person who is responsible for transaction with this associate.

Details of a Vendor


1. Basic Info

1) The vendor name.

2) The vendor code. 

3) The contact name using which we can contact.

4) Print Name/DBA: The name of vendor business and sometimes vendor name and print name can be same.

5) Parent Location: The company location to which he is a vendor.

6) Multi-location: whether he is a vendor to multiple branches of company or else to only single location.


2. Contact Information

The contact information include 

1) Primary phone and secondary phone

2) Mobile number details for calling 

3) Fax number to send some documents 

4) Email address for mailing and 

5) Website information to know about the vendor.

3. Remit-To-Address

Remit to Address is the address location to where payment has to be sent.

4. Shipping Address

Shipping Address is the location of vendor to which goods has to be sent.

5. Account Information

1) Tax Number: The tax is the Employer Identification Number of vendor used for tax payment to know his tax details.

2) Currency: The currency information used by vendor to make payment

3) Payment Terms: Payment terms include at what basis we have to make a payment. 

PAYMENT TERMS

Net 10: Payment after 10 days of invoice.

Net 30: Payment after 30 days of invoice.

Net 60: Payment after 60 days of invoice.

Net Monthly Payment: Payment has to be made for every end of month after the date of invoice.

Cash on Delivery: Cash payment after delivery has made.

21 MFI: 21st of every month following the date of invoice.

Cash Next Delivery: Payment has to be made after delivery has received.

Cash Before Shipment: The payment is made before shipment has done.

Cash In Advance: The payment is made in advance of shipment.

1MD: Monthly credit payment for the full month's supply.

2MD: Payment for every two for every month's supply.

Stage Payment: Payment is made at some stages based on agreement.

4) GL Expense Account: The account to be affected to this transaction of payment to the vendor.

5) Account Number: Account number of vendor to transfer the amount.

6) Memo on check: The reason to be specified on check for the transaction.

6. Vendor Login
The vendor is provided login facility to view his details.

7. Internal Notes 

The internal notes is for internal reference i.e,. who is responsible for sending goods to vendor and vendor location etc,.

Details of a Supplier


1. Basic Info

1) The supplier name.

2) The supplier code. 

3) The contact name using which we can contact.

4) Supplier Type: The type of supplier may be distributor, manufacturer, domestic or international.

5) Parent Location: The company location to which he is a supplier.

6) Print Name/DBA: The name of supplier business and sometimes supplier name and print name can be same.

7) Language used by supplier.

8) Date from since he is a supplier to us.

9) Port: The port information through which goods will be sent to us.

10) Markup Multiplier: The profit % added to the price of supplier to sell to customers.

11) Credit Limit: The limit of credit given by the supplier during purchase.

12) Multi-location or single location customer.

2. Contact Information

The contact information include 

1) Primary phone and secondary phone

2) Mobile number details for calling 

3) Fax number to send some documents 

4) Email address for mailing and 

5) Website information to know about the supplier.

3. Remit-To-Address

Remit to Address is the location to where payment has to be sent.

Full address with unit number of supplier in the respective building with city, state, zip and country information.

4. Shipping Address

Shipping Address is to send back the goods from where it has come.

5. Account Information

1) Tax Number: The tax is the Employer Identification Number of supplier used for tax payment to know his tax details.

2) Currency: The currency information used by supplier to make payment.

3) Payment Terms: Payment terms include at what basis we have to make a payment. 

Payment Terms

Net 10: Payment after 10 days of invoice.

Net 30: Payment after 30 days of invoice.

Net 60: Payment after 60 days of invoice.

Net Monthly Payment: Payment has to be made for every end of month after the date of invoice.

Cash on Delivery: Cash payment after delivery has made.

21 MFI: 21st of every month following the date of invoice.

Cash Next Delivery: Payment has to be made after delivery has received.

Cash Before Shipment: The payment is made before shipment has done.

Cash In Advance: The payment is made in advance of shipment.

1MD: Monthly credit payment for the full month's supply.

2MD: Payment for every two for every month's supply.

Stage Payment: Payment is made at some stages based on agreement.

Shipment Terms

EXworks(Ex Works): The buyer is responsible for the goods to take from seller's premises to the buyer's destination place.

Free Carrier (FCA): The seller is obligated to handover the goods, cleared for export, into the charge of carrier named by buyer at specified point or location.

Carriage Paid To(CPT): The seller pays the freight charges for carriage of goods to the named destination. The risk of loss after the delivery of goods is transferred to carrier transferring from buyer to seller.

Carriage and Insurance Paid To: The seller pays the freight charges for carriage of goods to the named destination and also has responsibility to obtain insurance against the risk of buyer for loss or damage of goods. The risk of loss after the delivery of goods is transferred to carrier transferring from buyer to seller. 

Delivered at Frontier(DAF): The seller has to clear the goods for export and should place at frontier which means the custom border of adjoining country.

Delivered duty Unpaid(DDU): The seller is responsible to transfer the goods at named place in the country of importation and also responsible for costs and risks involved in bringing the goods to import destination excluding taxes and duties.

Delivered Duty Paid(DDP): The seller is responsible to transfer the goods at named place in the country of importation and also responsible for costs and risks involved in bringing the goods to import destination including taxes and duties.

Free Alongside Ship: This term is used for sea or inland waterway transport. The seller is responsible to place the goods alongside the vessel at the port of shipment. Then the buyer is responsible for loss and risk of damage of goods from that moment.

Free on Board: The seller is responsible to pay transportation and loading charges for boarding, then the buyer is responsible for marine cost, unloading, insurance and transportation from the arrival port to the final destination.

Cost and Freight(CFR): The seller is responsible to pay costs and freight charges required in bringing the goods to the destination port. Then the risk of damage or loss is transferred to buyer from that point.

Cost Insurance and Freight(CIF): The seller is responsible to pay costs and freight charges and also insurance charges required in bringing the goods to the destination port. Then the risk of damage or loss is transferred to buyer from that point.

Delivered Ex Ship: The seller is responsible to deliver the goods on board to the destination port with ship uncleared for importation with all costs paid by seller in bringing the goods.

Delivered Ex Quay: The seller is responsible to deliver the goods on to Quay(stone or metal platform project into water for loading and unloading ships) to the named destination port with ship cleared for importation with all costs paid by seller in bringing the goods.


4) Purchase tax: The tax levied buyer for the purchase of goods at specified % depending on location.

6. Supplier Login

The supplier is provided login facility to view his details.

7. Shipment Instructions 

The Shipment instruction for supplier include terms of purchase whether free on board, cost and frieght or cost insurance freight etc,. and method of dispatch i.e,. air freight, ocean freight etc,.

8. Notes 

The internal notes is for internal reference i.e,. who is responsible for bringing goods to buyer place and form of transport etc,.

The package is a collection of service and product which is provided in combination to customers.

This window describes about the general package information like package name, package description and disclaimer i.e, how many services and products are combined to form a package.

The Package contains both product and service so the both the details have to be entered.

Details of a Product

The product information include

1) Name of the product

2) Type: The type of product is its form in which the product is sold whether block, slab, tile etc.

3) Category: The category of the product include marble, granite, limestone, sandstone, natural stone etc,.

4) Sub-Category: The sub-category of the product include high margin, low margin etc,.

5) Group: The group of the product may be company custom groups created according to their criteria.

6) Price-Range: Price range of the product is to be specified.

Details of a Service

The service information include

1) Name of the service.

2) Category: The Category of the service may be fabrication, delivery, removal, cutout etc,.

3) Type: Type of service include installation, transport, tile leveling, tile waterproofing, etc,.

4) Price Range: Price range of the service is selected based on company preferred ranges.