Supplier

The Supplier Module in DocView Web provides a centralized system for managing supplier information, approval workflows, and detailed supplier records.
It ensures that only authorized users can view, edit, or approve supplier data.

This module is essential for:

• Maintaining accurate supplier profiles
• Tracking multi-level approval processes
• Recording supplier activity for audit compliance
• Facilitating communication and document management

Accessing the Supplier Module

1. Login to DocView Web

   • Enter your registered credentials.
   • If first-time login, you may be prompted to update your password.

2. Open the Sidebar Menu

   • Click the ☰ Sidebar Icon on the top-left of the screen.

3. Select "Supplier"

   • From the menu, click Supplier to open the main supplier dashboard.

⚠ Only users with Manage User permissions can view detailed supplier information or perform administrative actions.

Supplier Overview

At the top of the page, the dashboard provides a quick overview:

• All Suppliers: Total suppliers in the system
• Draft: Suppliers in draft status awaiting completion
• Awaiting Approval: Suppliers pending approval in the workflow
• Approved: Suppliers fully approved and active
• Rejected: Suppliers rejected during the approval process

Each section is clickable to filter the supplier list accordingly.

Supplier List Table

The table displays suppliers with pagination and search options:

• Supplier ID: Unique identifier
• Business Name: Legal/registered name
• Email: Primary contact email
• First Approved By / Date: Initial approval info
• Second Approved By / Date: Secondary approval info
• Options: Action icons
  • 👁️ View – Open supplier details
  • 🖉 Edit – Modify supplier information (if authorized)

⚠ Only authorized users can click these action icons. Regular users may see the icons but cannot perform edits.

Viewing Supplier Details

Click the 👁️ View icon to see detailed supplier information. Sections include:

Amount Details

• Financial overview, balances, and transaction summaries

Delivery Address

• Shipping or delivery locations

Payment Details

• Banking information, payment terms, and currency

Notes

• Additional information or instructions (supports images if attached)

Supplier History

• Audit trail showing changes, date/time, and user responsible

Viewing these details requires proper access permissions assigned via the Manage User module.