Different groups can be created in the system under which the suppliers will be bundled. Approval criteria can be created for a group. The supplier fills out the survey as applicable, after which the system generates a scoring for the suppliers. The system user then accepts supplies to, or rejects suppliers from, the group. Based on the scoring, the system lists the suppliers in a ranking order.
In the navigation bar, click ‘Groups’ -> ‘Create new group’.
Figure: Top navigation bar, ‘Groups’
You can also click the ‘Create new group’ button in the top-right corner of the group listing to create a new group.
Enter the desired information in the group fields and click the ‘Save’ button when you are done. The fields marked with an asterisk are mandatory.
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Name*
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- Name of the group. (Mandatory)
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Description
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- Description of what the group contains.
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Group owners
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- The user(s) of the Supplier Management system who own the group.
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Contact person’s name
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- If a person who does not have an account in the Supplier Management system needs to be assigned as the contact person of the group, enter the name of the person here. In addition to the group owner, you can also enter another person here if you want to inform both of them about the status of the group, for example. Note! A group can be assigned multiple contact persons from the supplier’s contacts.
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E-mail
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- Means the contact person’s e-mail address.
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Phone number
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- Means the contact person’s phone number.
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E-mail notification about new suppliers
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- If this box is ticked and new suppliers are added to the group, an e-mail notification will be sent to the group owner.
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Click ‘Save’ to save the group you created. The group is now in the ‘Draft’ status. The group must first be opened, after which you can add suppliers to the group and use it in the Sourcing service when selecting recipients for the procurement.
You can create approval criteria for the group, to which the supplier is required to respond upon joining the group. A registration link will be sent to the selected suppliers via the system. The supplier fills out the form by answering the questions created by the Supplier Manager user. The system calculates the scoring automatically based on the supplier’s responses and displays this data under the group. After that, the user may view the supplier’s responses and accept the supplier to, or reject the supplier from, the selected group.