A supplier is accepted to or rejected from a group in the group card. Use the top bar to navigate to ‘Groups’ under which a list of all the groups in the system is displayed.
Search or browse for the desired group, and then click the three lines button next to the group and select ‘Group card’ to open the group card. All the suppliers included in the group are listed on the right-hand side of the group card. Select the ‘New’ tab to view a list of all the suppliers who have submitted a request to the group concerned but whose requests are yet to be processed.
To accept a supplier, click three lines button at the end of the row and select ‘Assessment’. Alternatively, the review view can be seen from the "Supplier card" - "Supplier groups and assessment".
Figure: All the suppliers included in the group are listed on the right-hand side of the group card.
Accepting/rejecting a supplier
Accepting/rejecting suppliers to/from a group:
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Review the supplier’s answers to the assessment criteria questions
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Accept
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If applicable, you may send an e-mail to the accepted supplier to notify them that they have been accepted to the group. You can either send the default message or edit the content of the message before sending it.
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The supplier status will be updated to ‘Accepted’ and the supplier will be added to the list of accepted suppliers
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Reject
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If applicable, you may send an e-mail to the rejected supplier to notify them that they have been rejected from the group. You can either send the default message or edit the content of the message before sending it.
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The supplier status will be updated to ‘Rejected’ and the supplier will be added to the list of rejected suppliers
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Needs assessment
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The supplier status will be updated to ‘Needs assessment’ and the supplier will be added to the list of suppliers that need further assessment (Note! see Supplier assessment).
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Note! Even if the supplier does not meet all the criteria, the supplier can still be accepted to the group.
Figure: The ‘Reject’/’Accept’/’Needs assessment’ buttons.
After clicking the ‘Reject’ or ‘Accept’ button, a new window will be displayed, giving you the option to send an e-mail to the supplier notifying them that they have been rejected/accepted.
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‘Send default message’: Sends the default message to the supplier about the acceptance or rejection.
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‘Edit the message’: Allows you to edit the e-mail message that will be sent to the supplier along with the acceptance/rejection.
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‘Do not send the message’: This option allows you to either accept or reject the supplier without sending an e-mail notification about the acceptance/rejection.
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‘Cancel’: Takes you back to the previous screen. The supplier will not be accepted nor rejected, and no message will be sent to the supplier.