Suppliers: cards, pricing fields, scoring, compare, winner

What you’ll learn

A complete overview of the Suppliers tab:

how supplier cards work
which pricing/terms fields to fill first
how scoring works (out of 5)
how to compare suppliers (up to 3)
how the winner (trophy) toggle works

What the Suppliers tab is

The Suppliers tab is your mini CRM for sourcing.

It keeps everything in one place:

supplier contacts
quotes and terms
scoring and shortlisting
comparison and decision-making

Supplier cards (how they work)

Each supplier you add becomes a supplier card.

A card typically includes:

A) Contact + source

Company name
Contact person
Phone
Address (optional)
Source URL (website / listing / directory)

B) Operational fields (filled inline)

These are edited directly on the supplier card after it’s created.

C) Quick action buttons

Supplier cards may include shortcuts like:

Website
Call
WhatsApp

Pricing + terms fields (fill these first)

If you only have 2 minutes per supplier, fill these three first:

Unit cost
What the supplier charges per unit.
MOQ
Minimum order quantity.
Lead time
How long it takes to produce (and/or deliver) your order.

Then fill the next important field:

Incoterms
Defines who is responsible for shipping and costs (e.g., EXW/FOB/CIF).

Optional but useful:

Notes (summary of negotiation)
Docs/Certificates link (store files elsewhere and link here)

Scoring (out of 5)

Scoring helps you rank suppliers consistently.

What “out of 5” means

Each slider is rated from 0 to 5.

You can score based on whatever matters most to you, such as:

pricing competitiveness
communication speed/clarity
lead time reliability
quality confidence
flexibility

Tip: The goal is not perfect scoring — it’s quick clarity.

Compare suppliers (up to 3)

When you have multiple suppliers, Compare gives you a side-by-side view.

How to compare

Select up to 3 suppliers
Click Compare
Review key fields together (cost, MOQ, lead time, terms, score)

What to look for

Don’t choose only the cheapest.

A simple rule:
Best overall = price + lead time + reliability

Winner (trophy / toggle)

Winner is your “preferred supplier” marker.

How to set a winner

Find the supplier card
Click the trophy / Set Winner

What you’ll see

green border / winner styling
trophy icon

Winner is toggleable

You can:

select a winner
deselect the same winner (without choosing another)

Use this when quotes change or you want to reconsider.

Important rule: Winner does not control Kanban

Kanban does not depend on selecting a winner.

A Kanban card is created as soon as any supplier contact is added to a product, and it starts in Sourcing.

Winner is only a decision marker.

Best practices (simple system)

Add basic supplier info first, then fill operational fields.
Always capture unit cost + MOQ + lead time.
Use Compare when you have 2–3 serious options.
Set a winner once you have clarity to keep your team aligned.

Add and manage suppliers (Suppliers tab)
Compare suppliers (up to 3)
Choosing a winner (trophy / winner toggle)
How Kanban starts automatically (supplier contact rule)