Why suppliers cannot live on emailed spreadsheets

When purchasing collects quotes and ship sheets by email, versions drift and settlement argues. The supplier side folds accept, ship and settle into one status—not another letter with an attachment.

Inbox · purchasing shared mailbox · 128 unread
Re: Re: this week’s delivery (see latest attachment)
Supplier Zhang · attachment ship-final-really-final-V7.xlsx
Attachment
Please find the quote (tax in? tax out?)
Another mail CC’d a colleague who already left
xlsx
The statement does not match. We used last year’s template
Finance has not opened it · sales already promised a discount verbally
zip
The tracking number went to a personal WeChat
Cannot find it in the mailbox
None

Supplier side · the same PO

PO-1092 awaiting confirmDate, tax-in price and receiving warehouse are locked in fields. You cannot Save As.
Ship · awaiting receiveScan or fill tracking. Stock pre-receives. Photos attach. They do not go to private WeChat.
Settle · awaiting invoiceGenerated from received qty. Variance goes on a dispute ticket—not another “final” email.
Purchasing and suppliers need one document chain you can check

Email fits notice. It is not a purchasing system. More attachments mean “latest,” “final” and “really final” exist at once. CC lists expire. Personal mailboxes walk company assets out the door. Suppliers will not install a store-reviewed client just to ship you goods. A mini program or a logged-in H5 is the normal supplier side. How accept and settle should run. See How supplier orders and settlement should run.

Settlement fights are not attitude. There is no single quantity

You use order qty, they use ship qty, the warehouse uses received qty, finance uses invoice qty. Four emails, four sheets, month-end is a meeting. The supplier side forces accept qty, ship qty, received qty and invoice qty in columns, with a reason code on variance. That is the same back office as internal inventory. See Why one back office keeps multi-end data from forking. If internally you still take orders in a group, the external portal will not hold either. Compare WeCom chat is not a business entry.

Isolate permissions by supplier. Do not build a disk everyone can download

Each account sees only its POs, prices and receiving records. Do not put price policy on a forwardable sheet. WeChat or Alipay depends on where suppliers already pay and authenticate. See WeChat Mini Program or Alipay Mini Program. Invite one person, one account. Offboarding can stop it. Write the settlement cycle into the portal so some people do not use calendar months and others use delivery batches—and month-end does not return to email to argue definitions.

Phase one is not a “supplier social platform”

News, rankings and ad slots are not what purchasing wants. Phase one is three jobs: confirm the PO, return the shipment, handle variance. Date changes go through a request—not another long email. Attachments can still hold a QA report, but the main quantity must live in a field, not only on PDF page 7. Purchasing must also stop “email only counts”: pay on a system ticket; a verbal discount needs a number. Otherwise after the portal goes live the real numbers stay in the mailbox.

Delivery windows and refusals belong in the portal. Do not open another email thread

Suppliers often wait at the door with no warehouse staff. Write receiving hours, unload rules and refuse reason codes in the portal. One fewer argument on site, one fewer “we thought you received it” in settlement. When DaXi Technology builds a supplier side, we start from the Excels you are already forwarding and turn drifting columns into status. To close email attachments, go to the mobile service page and say how purchasing collects sheets now. Also review Why work has to happen on the phone.

Turn the columns still drifting in email into a supplier side

Accept, ship, settle—start where attachments are thickest and arguments are loudest. You do not need to list a supplier APP first.

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