Documentation

On this page you have the option of storing documents and comments for a supplier. The supplier cannot see these. In the overview table of this page you can see all supplier documents and comments.

You can add a new document or a new comment by clicking on “Add” and selecting an entry in the drop down menu. You can enter the information on the document or the comment in the following window. You can issue access to the document or comment here to specific user groups or your entire company.

On this page you will find an overview table of all automatic surveys that have been created by an employee of your company or by SupplyOn and have already been performed at least once.

You use rules to control when, how and to whom automatic questionnaires are to be sent. On the “Administrate rules” page you can view and edit rules that are available to your company.

You will find the rules that were created by SupplyOn here. You can use these rules for your purposes, to select a rule and create a copy of the rule by clicking on “Copy/use”. Enter the name you want in the copied rule’s detailed view and then save the rule.

On this page you will find a table with all suppliers that are assigned to the survey.

You have the option of removing companies from the list of invited suppliers. To do this select the checkboxes of the companies to be deleted and click on “Delete”.

On this page you have the option of searching for suppliers using distribution lists and adding the survey’s recipients. You can select entire distribution lists or just individual suppliers and add these to the invited suppliers.

On this page you have the option of specifically searching for specific suppliers in order to add these to the survey’s list of recipients. You have the default search function and the advanced search function for the search.

When you have found suppliers that you want to add to the survey’s list of recipients, activate the checkbox in front of the respective supplier/s and click on the “Add” link.

You can submit a bid for a request on this page. Complete the open fields and items to do this.

Click on the “Decline request” button to decline an entire request. You can now decline the entire request and enter a reason for the buyer.

If you do not want to submit bids for all items, simply leave these empty. When sending the bid you can enter a reason as information for the buyer.

Tips:

On the “Open requests” tab you will find requests that are still open.

Under “Answered requests” you will find requests that you have already submitted a bid for.

On the “All requests” tab you will find all the requests together.

These tabs are your entry pages into SupplyOn Sourcing. Here you select requests or search for requests.

To compare the latest bids by the suppliers, create an evaluation template or use an already existing one. Desired fields and formulas can be defined for each evaluation template.

You can download the bid evaluation with or without request and supplier attachments.

You can remove unrequired suppliers from the bid evaluation. This has impacts on the report view and the report download. The removed suppliers can be added again to the evaluation afterwards.