Supplier Management

Adding suppliers and creating supplier groups are critical components of SupplyShift. Supplier emails are required to send surveys, and groups are essential for the creation of seamless comparisons and analytics.

Supplier contacts can be added at any time. Supplier contact email addresses can be changed before the assessment has been sent. After the assessment has been sent, contact the SupplyShift Support team to update the supplier's email or other contact information.

This article guides you on how to manage your supplier list:

• Group types
• Create groups
• Merge groups
• Delete groups
• Upload suppliers
• Add a new supplier contact
• Update supplier email address
• Export supplier lists

Group Types

There are three types of groups: supplier, site, and product.

Groups can be created, merged with other groups, and deleted at any time. Groups, and their data, can also be shared with other organizations in your supply chain.

More information on group types:

• Suppliers can be in multiple groups.
• You can select any of the suppliers uploaded to your company's profile to create a supplier group. Your full list of suppliers is found on the Suppliers page.
• Analytics are built on the responses that suppliers in a group have submitted.
• You can select any sites or products for which your suppliers have submitted responses or shared with you.
• Analytics are built based on suppliers' responses submitted for the chosen sites or products.

Create Groups

1. Click the menu icon  in the top left corner.
2. Click Suppliers.

3. Click Supplier Groups tab.

4. Click Create Group.

   The Create group dialog box is displayed.

5. Enter a name for your new group.
6. Click Create.
7. Click the newly created group to add suppliers.

8. Click + Add.

   The Add Suppliers dialog box is displayed.

9. Click Add next to the supplier (site or product) you would like to add to your group.
10. Click the X to close the dialog box when you have finished adding members to the group.

Merge Groups

1. Click the menu icon  in the top left corner.
2. Click Suppliers.

3. Click Supplier Groups tab.
4. Select the groups you want to merge.

5. Click Merge in the bottom-right corner of the page.

   The Merge selected into a new group dialog box is displayed.

6. Enter a name for the group you are going to merge.
7. Check Keep original groups if you do not want the original groups deleted.
8. Click Merge.

Delete Groups

Groups of suppliers, sites, or products and group members can be deleted at any time. If you are using a group in an analytic, once deleted, the group will show as historical.

1. Click the menu icon  in the top left corner.
2. Click Suppliers.
3. Click Supplier Groups tab.
4. Hover over the group you want to delete.
5. Click the trash bin icon to the right.

The Delete group dialog box is displayed.

6. Click Delete to delete the selected group.

Upload suppliers

1. Click the menu icon  in the top left corner.
2. Click Suppliers.

3. Click Create Supplier.
4. Click the tab Upload List of Multiple Suppliers.

5. Enter a new supplier group or select from an existing one.
6. Press Enter.

7. Click Continue.

   The Upload your file window is displayed.

8. Follow the prompts as the system analyses your file, as it may differ from user to user.
9. Click Continue to proceed to the next step in the upload process.

10. Change or confirm column matches.

    You may need to assign columns to match Company name and Email address.

11. Review and finalize.

12. Click Save and finalize.

    Upon successful upload, suppliers are listed in the Suppliers page.

Add a new supplier contact

1. Click the menu icon on the top left corner.
2. Click Suppliers.
3. Select the supplier from the list.

4. Click the supplier name to open the supplier's company profile.
5. Click Contacts.

6. Click Create Contact.
7. The Create contact dialog box is displayed.

7. Enter the name and email of the new contact in the fields provided.
8. Select "send later (with assessment)" if you want to onboard the supplier with the assessment invitation.
9. Select "send now" if you want to onboard the supplier immediately.

10. Click Create.

    Click Add Another instead if you want to add additional contacts.

An email is sent to the original supplier that states a new user has been added to their account and provides the email address of the added contact.

Update supplier email address

Once a supplier creates an account, you can no longer edit their contact information.

1. Click the menu icon on the top left corner.
2. Click Suppliers.
3. Click the supplier name to open the supplier's company profile.
4. Click Contacts.
5. Click the name of the contact person to edit.
6. Enter the new email address.
7. Select when to send the invitation to the supplier contact.
8. Click Save.

Export supplier lists

If you wish to have a list of your suppliers that are present in your SupplyShift company profile, you can generate a .xlsx file.

1. Click the menu icon  in the top left corner.
2. Click Suppliers.
3. Click Supplier Groups tab.
4. Select the groups(s) you want to export.
5. Click Export.

The Export groups dialog box is displayed.

6. Enter a name for the export file.

7. Click Export.

   A .xlsx file containing your supplier list is downloaded to your desktop.