The ability to add Incoterms to suppliers
The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link.
Incoterms are used to define the delivery conditions for goods as part of a sales contract. On iSYBUY, you can add Incoterms when you place an order, so that your supplier can see them later.
Incoterms are accessible to all customers with the purchasing module.
In this article :
On the supplier file
The first step is to go to the Management tab (1) and then Suppliers (2).
Once you have clicked on the supplier of your choice, go to the "Company configuration" tab (1) and then "Current company" (2). Then click on the "Administration" tab (3). You will then find the "Incoterms" category (4).
Simply click in the box to see the drop-down menu of different Incoterms appear (1). All you have to do is choose the one you want to add to the supplier, then click "save" (2).
In the parameters of the Company file
In the Company settings, you can make it compulsory to specify an Incoterm when placing an order.
The first step is to click on the "Company" tab (1) in the "Management" menu (2).
Once you have chosen the company of your choice, click on "Modify details".
All you have to do now is click on the corresponding button (1) to make Incoterms mandatory for this company. Don't forget to click on "validate" (2) so that it's taken into account !
In Orders
Once you have added an item to your basket, click on "View my basket".
At the "Details" stage, enter the Incoterm of your choice (1) and click on "Finalise order" (2), then complete your order as usual.
Note :
If you have set Incoterms as mandatory in the Company file, a pop-up at the top of your screen will remind you (3).
In the "Receive" menu
You will find the Incoterms information completed in the order entry in the "Receive" menu. Once in the menu, click on the order of your choice.
If you have filled in the Incoterm correctly, you will find it on the right of your screen (1). If you click on the pencil (2) next to the word "Incoterm", you can change it if necessary.
By clicking on "Display order form" (3), it will appear.
Once the purchase order is displayed, you can see the same Incoterm appear. The information has therefore been sent to the supplier.
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Related keywords :
Incoterms - suppliers - settings - mandatory - receive - basket - order - BL - purchase