Ensuring that your suppliers see your requests as intended is vital for smooth procurement operations. After publishing a request, it's a good practice to verify how the item list and columns appear to your suppliers. This guide will help you check the supplier view and even enter quotes on their behalf if needed.
Here’s how you can check the supplier view:
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Open the Suppliers Tab: Navigate to the 'Suppliers' tab of the specific request in your procurement platform.
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Locate the Supplier: Find the supplier company whose view you want to verify.
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Access the Supplier View: Near each supplier's name (within company level or per each person), you will find "Login" button marked with an "arrow" icon.
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Review the Supplier View: After clicking the "Login" button, you will be directed to the page displaying the item list from the supplier’s perspective. Here, you can crosscheck how the request will be displayed to the supplier.
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Quote on Behalf of the Supplier: If necessary, you can enter quotes on behalf of the supplier directly from this view. There are two options to enter the quotes:
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Upload/Download Excel File: You can manage quotes via an Excel file, which can be downloaded, filled out, and then uploaded back into the system.
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Online Entry: Alternatively, you can enter the quotes directly online, one by one, clicking "Submit offer" button
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By following these steps, you can ensure that your requests are displayed correctly and comprehensively to your suppliers, minimizing any potential misunderstandings or miscommunications. This verification process also allows you to maintain control over the accuracy and completeness of the information being shared with your suppliers.