Supplier negotiation dossier

# Supplier negotiation file

## Purpose
Build a complete file on a supplier before a renegotiation: purchase volume, order regularity, price evolution, payment terms, and portfolio concentration. Identify negotiation levers (volume, loyalty, possible diversification).

## Instructions

### Step 1 — Identify the target supplier
```
Get the name or ID of the supplier to analyze.
If name → call get_suppliers with a filter on the name to find the ID.
If ID → call get_supplier_by_id directly.

Retrieve: id, name, iban, bankCountry, email, createdAt.
```

### Step 2 — Purchase history (12 months)
```
Call get_payables with:
  - supplierId: supplier ID
  - firstCreatedAt: last 12 months

For each invoice: amount, currency, invoiceDate, paymentDate, status, invoiceNumber.

Calculate:
  Total volume over 12 months
  Last 6 months vs previous 6 months → trend (increase / stable / decrease)
  Number of invoices
  Average amount per invoice
  Frequency: monthly / quarterly / irregular
```

### Step 3 — Analysis of associated POs

⚠️ **Corrected wrong fields**: `get_purchase_orders` has no `budgetAmount`/`invoicedAmount` fields. The real fields are `amount` (approved budget), `billedAmount` (invoiced to date), `deliveredAmount`, `netAmount` (billed net of credit notes), `status` (`open`/`closed`/`cancelled`). The supplier filter is a top-level `supplierIds` (array) parameter, not a nested filter.

```
Call get_purchase_orders with supplierIds: [<supplier id>].

For each PO: amount, billedAmount, deliveredAmount, status.
Calculate:
  Consumption rate = billedAmount / amount
  Adherence to PO budgets (billedAmount > amount = overrun)
  Open POs (status="open") with remaining commitment (amount - billedAmount)
```

### Step 4 — Supplier concentration analysis
```
Call spendesk_analyze_spend with groupBy: supplier for the last 12 months.
Calculate:
  This supplier's share of total global spend = supplier_spend / total_spend × 100
  Rank: this supplier is the Xth most important

Context:
  If share > 5% of total spend → strategic supplier (dependency to limit)
  If 1-5% → important supplier (volume leverage)
  If < 1% → secondary supplier (little leverage)
```

### Step 5 — Calculate negotiation levers
```
Calculate and present:
  💪 Volume lever: total annual volume in €
  📈 Growth lever: % YoY volume increase
  🔄 Loyalty lever: relationship tenure (createdAt) + number of consecutive active years
  💳 Cash lever: average DPO (payment terms practiced)
    → "We pay you in X days on average — below industry norm?"
  🔀 Alternatives lever: `get_suppliers` exposes no tag or industry category — it's not possible to identify "similar" suppliers this way via the MCP.
    → Fall back to a name search (`search`) if alternatives are already known, otherwise treat this lever qualitatively with the business teams
```

### Step 6 — Negotiation report
```
Present:
📋 Supplier profile: name, country, tenure, contact

📊 Key figures:
   Volume 12 months: X€ | Growth: ±X% | Rank: #X
   Nb invoices: X | Average amount: X€/invoice
   DPO practiced: X days

💪 Negotiation levers:
   1. Annual volume X€ → request volume discount X%
   2. Growth X% → justify better terms
   3. Loyalty X years → request strategic customer pricing
   4. DPO X days → propose fast payment in exchange for early payment discount

🎯 Suggested negotiation targets:
   Target price reduction: X%
   Estimated annual savings: X€
```

## Points of attention
- Unit prices are not available in Spendesk — the % negotiation is based on overall volume
- `get_purchase_orders` has no `budgetAmount`/`invoicedAmount` fields — use `amount`/`billedAmount`
- `get_suppliers` has no tag or industry category — the "alternatives" lever stays qualitative
- Check with the business teams whether the relationship is strategic before threatening to diversify
- The early payment discount is often easier to obtain than structural rebates

## Example prompts
- "Prepare my negotiation file to renew our contract with [Supplier X]"
- "What are our levers to renegotiate with this supplier?"
- "Analyze our business relationship with [Supplier X] over the last 12 months"