Vendor and Account Management

Effectively oversee vendors, track compliance certifications, and maintain clear insights into account performance.

Vendor Oversight and Compliance

The Infab vendor list, with a reliability score, an approval status, categories, and ITAR, ISO 9001, AS9100, and NADCAP compliance chips on every vendor
Enhanced Supplier Management Structure

Manage vendor relationships efficiently with a system that organizes suppliers, tracks approvals, and ensures compliance. Categorize vendors by specialization, streamline procurement workflows, and gain visibility into supplier qualifications.

  • Vendor Categorization

    Classify suppliers by industry and expertise.

  • Approval Tracking

    Monitor vendor status, reliability, and onboarding progress.

  • Compliance Management

    Track ITAR, ISO 9001, AS9100, and NADCAP certifications.

  • Procurement Integration

    Connect supplier records with purchasing workflows.

A structured vendor database improves supplier oversight, ensures compliance, and optimizes procurement efficiency.

The new vendor form in Infab, with fields for the name, categories, custom tags, website, compliance standards, and preferred vendor status
Compliance & Certification Oversight

Ensure suppliers meet industry regulations by maintaining certification records, automating compliance validation, and generating audit-ready reports. Identify potential risks and flag non-compliant vendors before they impact operations.

  • ITAR Registration

    Verify handling export-controlled materials.

  • ISO 9001 Compliance

    Ensure adherence to global quality management standards.

  • AS9100 Certification

    Confirm aerospace and defense compliance.

  • NADCAP Accreditation

    Monitor specialized manufacturing certification status.

Comprehensive compliance tracking simplifies audits, mitigates risk, and ensures suppliers meet requirements.

The Orders tab of a customer account in Infab, listing that account's orders with their managers, due dates, warnings, and progress
Account Oversight & Financial Tracking

Maintain a centralized view of accounts by tracking their financial activity, job allocations, and regulatory adherence. Identify revenue trends, monitor customer engagement, and ensure billing accuracy across all accounts.

  • Account Profiles

    Store billing, shipping, and contract details.

  • Job Allocation

    Analyze workload distribution and optimize order fulfillment.

  • Revenue Monitoring

    Track financial performance over time.

  • Quality Code Compliance

    Ensure accounts meet internal and industry standards.

A structured approach to account management enhances financial visibility, improves order tracking, and ensures compliance across operations.

The overview tab of a customer account in Infab, with shipping and billing details, ITAR, ISO 9001, and AS9100 status, and a job percentage chart
Account Analytics & Performance Insights

Leverage data analytics to evaluate account health, assess compliance adherence, and monitor financial performance. Maintain historical records, compare engagement trends, and gain deeper visibility into customer interactions.

  • Workload Distribution

    Measure order assignments across accounts.

  • Compliance Tracking

    Monitor ITAR, ISO 9001, AS9100, and NADCAP status.

  • Financial Trends

    Identify revenue shifts and spending patterns.

  • Audit History

    Maintain records of certifications and account activity.

Analytics-driven insights improve financial planning, enhance compliance tracking, and strengthen account oversight.

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Dashboard Data

Gain insights into key metrics, performance trends, and engagement data.

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