The Suppliers tab helps you manage supplier-related functions, such as:
- Supplier List: View and manage a list of invited suppliers and contacts.
- Invite Suppliers: Invite new supplier companies or users either manually or via excel file.
- Track Participation: See if suppliers have confirmed participation.
- Manage Column Visibility: This feature allows you to customize the display of data by selecting specific columns to be shown or hidden, based on your preferences or requirements.
- Track Confirmation of Terms: This feature refers to the process of monitoring whether users or parties have acknowledged and agreed to specific terms and conditions, policies, or agreements before proceeding with the offer.
- Supplier Visibility: Control the visibility of items for suppliers with the “Line item visibility” feature. All you need to do is to download the draft, adjust it according to your requirements and upload the file to the system.
- Qualified Supplier: This feature refers to the ability to import a list of suppliers who meet specific criteria or qualifications into a system using an Excel spreadsheet. Simply adjust the draft by changing “no” into “yes” in the “Approval Status” column in the line of the supplier you concider as qualified and upload the document into the system.
- “Watched” column: Helps to track supplier engagement by monitoring whether each supplier has accessed or opened the RFQ.
- Messaging and Invitations: You have the opportunity to send individual messages to suppliers for personalized communication, addressing specific inquiries or details and to communicate with all suppliers using the “Message All” function under “Actions” button.
Resend invitation links for RFQs in case suppliers di dnot receive them.
- Chose Favorites: When selecting favorite suppliers, you're identifying the vendors or companies that you trust most to deliver the best products, services, or support. When a supplier is marked as a favorite, a yellow star will appear next to their name. You can also remove suppliers from your favorites.
- Add filter: Use the available filter options to specify your requirements. Once the filters are applied, the list will automatically update to show only those suppliers that match your criteria.
