Supplier Archive Report

Overview

This report displays suppliers that do not have a history of activity (ordering, quote creation) in Simpro Premium within the specified date range.

This is useful for supplier database maintenance, as you can select specific suppliers, then click Archive Selected.

Learn more in How to Manage Suppliers.

Learn about other Supplier reports in Supplier Reports.

US only: If you use Simpro Premium in the United States, the term 'vendor' is used instead of 'supplier'.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Reports

A screenshot of the Supplier Archive report.

To view the report:

  1. Go to Reports A screenshot of a schedule icon with a grey calendar icon and an arrow. > View Reports.
  2. Click Suppliers > Supplier Archive.
  3. Select the Date Range.
  4. Click Search.

To archive suppliers that haven't been used, select the check boxes for the suppliers and click Archive Selected > Okay.

Archived suppliers can be reactivated if you wish to use them again. Reactivated suppliers retain their history of transactions from before they were archived.

To restore an archived supplier:

  1. Go to People A screenshot of a schedule icon with a grey calendar icon and an arrow. > Suppliers.
  2. Click Advanced.
  3. Under Supplier Status, select either Archived or Active & Archived.
  4. Select the check boxes for suppliers you wish to restore.
  5. Click Activate > OK.

The supplier is now be listed with active suppliers.

You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

  1. Generate the report as required.
  2. Click the A grey arrow pointing downwards towards a CPM pictogram. icon in the top right, then click CSV.
  3. View, print or save the CSV, as required.