How do you manage your suppliers' rates and payments?

Version 1.30 of WAY-Plan, which will be deployed in October 2024, includes new features to make it easier to manage :

• Rate schedules for purchasing services from suppliers
• Payments due to suppliers

Configuring service providers and their feed-in tariffs

1. Create suppliers in the list of partners

A supplier will always be configured as a "Partners". To configure a supplier, you need to :

1. Create its file in the ‘Partners’ menu.
2. In the partner file, fill in the ‘Supplier ’ section:
   
   
   Information relating to payments will be used to automatically create deadlines for tracking payments.

2. Create supplier purchasing grids

By configuring the purchase prices of each supplier, you will find them in the ‘purchase price’ field of the missions. The ‘Price configuration’ interface is used to enter the purchase price grids for each service, for each supplier, into WAY-Plan.

To configure a purchase price grid for suppliers, you need to :

1. Go to the "Pricing" > Prices and Services’ menu.
2. In the filters, on the left, select "Purchase".
   
3. Enter the generic purchase prices for each service, for each vehicle type or for ‘All vehicle types’.
   
4. Click on the list icon to the right of each purchase price entered.
5. Enter the purchase grid for each partner ticked as a supplier.
   

Create and track payments due to suppliers

Each service added to a job can be linked to a supplier and the payment due to that supplier for that service can be tracked.

1. Link a supplier to a service and validate the purchase price of a service.

Once the job has been valued, the ‘generic’ purchase price is passed on to the service. It is then possible to designate the supplier and validate the purchase price of this service.

To validate the supplier of a service and create a payment tracker, click in the ‘purchase price’ box and validate the service supplier.

As soon as a supplier is selected, the supplier's payment history is automatically created.
If a job is valued with several departments, there may be a different supplier for each department.

2. Tracking payments due to suppliers

All supplier payments created are available in the Partners > Supplier payments menu.

The list of supplier payments enables you to :

1.  Track payments due, using filters.
2. Modify scheduled payment dates.
   Nb: if you have modified an item in the supplier's file and you wish to pass on these modifications to the payment schedules already created, select the departments concerned and click on ‘Regenerate schedule’ in the top right-hand corner.
   
   The due date of a payment is created according to the settings in the partner file, but the due date can be modified individually.
   To change the due date of a payment, click on the arrow in front of the payment concerned and click on ‘Modify’.
3. Send reminder emails to suppliers with a quick summary of the list of payments due.
4. Enter a payment to a supplier. This action can be carried out for one payment or several payments using the ‘Enter payments’ function in the top right-hand corner.