Gain insight with the supply chain view

Supply Chain views allow you to visualize your supply chain over a map, and as a line and node diagram. You can easily arrange components in your supply chain view.

This article guides you how to:

Create a supply chain

  1. Click the menu icon  in the top left corner.
  2. Click Supply chain.

Figure 1. Supply chain page.

  1. Click Create Supply Chain.

    The New Supply Chain dialog box is displayed.

Figure 2. New Supply Chain view.

  1. Click New Supply Chain.

    This opens your supply chain. Each node represents the suppliers, sites, and products you source.

  2. Enter the name of your supply chain in the text box.

  3. Click Save.

    Save periodically to ensure that your edits remain saved if you leave the page.

  4. Toggle Names On to view the names of the nodes.

    This option is toggled On by default.

  5. Toggle Legend On to view a guide to all the symbols in your supply chain.

Figure 3. Opened Legend box.

  1. Toggle Filter On to edit your supply chain.

    By default, all your suppliers are included.

Figure 4. Opened Filter box.

Use the Filter option to display or hide supplier, site or product groups. You can create additional groups to ensure that you're getting exactly what you want displayed in your supply chain.

The icon to the right of a selected group also affects how the group is displayed:

  • Strikethrough icon: group displays group members.
  • Open icon: group displays as a single node with title of group.
  • Click the checkbox of the supplier, product, or site group to display or hide it from your supply chain.

Shape a supply chain

You can organize your supply chain in various shapes and configurations. This is especially helpful to visualize complex supply chains with many relations.

Use mouse or track-pad controls to zoom and position your supply chain.

  • Click and hold the left mouse button to drag and position your entire supply chain.
  • Scroll up to zoom in.
  • Scroll down to zoom out.
  • To move individual nodes, click and drag nodes.

Figure 5. An organized supply chain.

Add relations to a supply chain

Relations (or linkages) are created when you import suppliers, send an assessment, or forward an assessment from buyers to suppliers. Adding relations allows you to create connections between companies, sites, and products.

  1. Click Add relations.

    The Relation dialog is displayed.

  2. Select the type of relation you want to make from the top drop-down list.
  3. Select the company, site, or product to which you want to add a relation.
  4. Select the entity to which it supplies.

  5. Click Add relations.

    Your relation is created and you can now see the new line representing that relation.

  6. Click Close when you are done adding relations to your supply chain.

  7. Click Save to save the new edits to your supply chain view.

    If you are a supplier, you cannot create supply group connections.

Figure 6. Add relations dialog box.

Display data

Display data allows you to view supplier scores to assessments across your supply chain. Entity nodes change colors based on the score they received to an assessment's rating profile.

Read about rating profiles to learn more about this feature.

  1. Click the arrow on the left side of your supply chain to open or close the Display data menu.
  2. Choose the assessment for which you would like to display scores in the Assessment drop-down list.

  3. Choose the assessment rating profile to display in the Display data drop-down list.

    Rating profiles are listed only if the assessment has a custom rating profile. Entity nodes change colors if "colors and scores" or "colors" were applied in the chosen rating profile.

  4. (Optional) Click the arrows to display Section, Indicator and Reporting period drop-down lists.

  5. (Optional) Choose specific sections, indicators, and reporting period to view scores for those indicators or sections.

    All history displays the most recent scores.

Gray nodes represent suppliers who have not submitted a response, or the section or indicator does not have a score applied.

  1. (Optional) Highlight suppliers with a green circle in your supply chain by selecting from the Search suppliers drop-down list.

Figure 7. Example of Displayed data and supplier selected.

Create a supply chain map view

View your supply chain in spatial relation to one another. All of the above features and instructions are applicable with the Map View. Entities display using location data from profile addresses, location data, or GPS coordinates submitted in their responses.

  1. Click the menu icon  in the top left corner.
  2. Click Supply chain.

Figure 8. Supply chain page.

  1. (Optional) Select an existing supply chain to see its map view.

    Click Map View next to Supply Chain at the top of the supply chain diagram.

  2. Click Create Supply Chain.

    The New Supply Chain dialog box is displayed.

Figure 9. New Supply Chain view.
  1. Click New Map.
  2. Click the icons in the filter dialog to hide or display groups of suppliers, sites, or products.
  3. Click the arrow on the left side of your Map View to open or close the Display data menu.

  4. Choose an assessment rating profile. See the Add relations to a supply chain section above for details.

    Entity nodes change colors if "colors and scores" or "colors" were applied in the chosen rating profile.

If a supplier did not submit GPS or location responses, or add an address to their company profile, they will not appear on the map.

  1. To view suppliers that do not have any location data, click on the message in the Displayed data menu.
  2. Click the nodes on the map to view the name(s) of the supplier, sites, or products in that location.
  3. Click the box icon on the top right of the map to expand the map.
  4. Click the Legend, Names, and Filter toggles to display or hide them.

Remember to save your map once you have made changes.

Figure 10. Map View with assessment scoring applied.

Figure 11. Map View page without an assessment applied.

Export a supply chain

You can export the data in your supply chain to an Excel file format. You can choose assessments, indicators, reporting period, and the number of tiers to export.

  1. Click the menu icon  in the top left corner.
  2. Click Supply chain.
  3. Click Export Supply Chain.

Figure 12. Export page.
  1. Choose an assessment to export from the Select tier 1 assessment drop-down list.

  2. Choose the indicators to include in the export in the Select indicators drop-down list.

    You can scroll through the Select indicators box.

  3. Click Add Tier 1 to add another tier to your export.

    The tier assessments you add are displayed.

  4. Select your reporting period.
  5. Select the supplier from the drop-down list.

  6. Click Export Supply Chain.

    The system sends the file to the email listed in your account .

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