BSM provides five different event categories - Meeting, Short Notice, Performance Audit, Tasks and Complaints - each of them from different complexity to match the nature of the event at best:
The Chronic gives you an ordered overview of all existing supplier events. You can refine the displayed information by using the filter button - <Company>,<Contact>, <Subject>,<Date> and the searchfield.
Company - searches in all company fields, like Name, Town, Street, ZIP.
Contact - searches in Contact fields, like Firstname, Lastname, Phone and Partcipants Clients.
Subject - searches in event title and event category.
Date - searches for a specific event date.
Reset - cancel all filters and display the full content
A single tabel cell contains the following detailed information:
- creating a brandnew customer (+)
- managing an existing customer b) leads you to the full overview of a selected customer and its related events. Here you can manage Customer Management functions, where you can edit/delete customer master data, creating new events for that custmor.
Pushing the Contact-Button leads you to the 'Customer Selection Menu' which directs to the following Customer Management functions:
Edit/Add Supplier Master Data
In the Edit/Add function you can:
1. Create & Edit supplier master data
Mandatory fields: Company Name - the central identification of the supplier is done in BSM with the company name. Make sure that this name is unique ! Other mandatory field are: town and street and are necessary for doing geolocation.
If one of the three above mentioned fields are invalid, BSM will not save this entry and indicates this by a red symbol.
That's all on mandatory supplier information. All other entry fields are for your information.
The area of classification allows you to categorize the materila/service provided by this supplier. Default is the category 'strategic'
To add a contcat person, press the + button, which leads you to contact information sheet. Here you can input the contact information. The easiest way to fill in the contact data is the import from the address book. Press the Addressbook-Button and select the appropiate entry.
2. Using Geolocation
Having the supplier address information (TOWN & STREET) BSM can show you the supplier map location within a region of 8 km. If your current position is within this area your position will show as a blue bubble.
3. Route Planning
Clicking the 'World'-symbol in the left hand menu leads you to maps route planning app. The current geolocation coordinates will be transferred.