Welcome to Pulpo’s Help Center! In this article, we explain how to use the Supplier module, designed to centralize supplier management, allowing you to generate detailed reports on fleet expenses.
Accessing the Supplier Module
To get started, go to the left-side panel and select Fleet > Suppliers. This module is divided into two main screens to help you manage and analyze supplier information.
Screen 1: General Supplier Overview
This screen provides access to a table and a map with a summary of key details for all registered suppliers. Here, you can:
✔ Customize columns and configure the data you want to display.
✔ Apply filters to search for and segment suppliers based on your needs.
✔ Export data in Excel or CSV format.
✔ View supplier locations on the map to improve logistics planning.
Screen 2: Individual Supplier View
When selecting a supplier, you will access its individual view, which is divided into three main sections:
1. Detailed Information (Left Panel)
✔ View key supplier details, such as name, contact information, categories, and associated locations.
✔ Create reminders for important dates or contract renewals.
2. Supplier Operations (Central Section)
Dashboard: View Key Performance Indicators (KPIs), including:
✔ Expense history associated with the supplier.
✔ Expense segmentation by categories or time periods.Activity Log: Access a complete audit of all transactions related to the supplier, including:
✔ User or integration that recorded each transaction.
✔ Recorded date and effective date of the event.
✔ Editing options in case of errors.
3. Operational Management (Right Panel)
✔ Assignments: Assign suppliers to various fleet operations, such as expenses or fuel records.
✔ Documents: Store and organize important supplier-related documents, such as contracts, invoices, or certifications.
Additional Features
✔ Supplier Locations: When creating a supplier, you can register physical locations. These locations can be assigned to expense and fuel records, improving traceability and data analysis.
✔ Custom Configuration: Adapt views and filters according to your business needs.
Benefits of the Supplier Module
🚀 Centralize all supplier information in one place.
🚀 Track expenses associated with each supplier in detail.
🚀 Improve logistics planning using supplier location data.
🚀 Automate reminders for key dates, such as contract renewals and payment deadlines.
Helpful Tips
✅ Organized Documentation: Upload all relevant supplier documents for quick and efficient access.
✅ Clear Auditing: Use the activity log to track changes made by users or integrations.
✅ Expense Optimization: Analyze expense history and segmentation to identify cost-saving opportunities.
Do You Have More Questions?
We hope this guide was helpful! If you need additional assistance, visit our Help Center or contact our support team.
Thank you for trusting Pulpo to manage your suppliers! 🚀