SUPPLIER MANAGEMENT INSTRUCTION MANUAL FOR BUYERS

Transcription

1 SUPPLIER MANAGEMENT INSTRUCTION MANUAL FOR BUYERS The goal of this guide is to provide basic assistance in managing the suppliers in your database and the LiveSource database. For advanced features or assistance, please do not hesitate to contact our staff, using the HELP section of your account in the Toolbar. Version 2.0, Last edited 09/2014

2 Supplier Management From your dashboard, mouse-over the Administration tab at the top of the screen. Then move down to RFx. From there, click on RFx Templates. This will take you to the RFx template list. The suppliers tab will allow you to manage your suppliers in your database as well provide you with information on suppliers both from your own database and the LiveSource database. To access this functionality, mouse-over the Suppliers tab at the top of the screen. Then click on Supplier List. This will take you to the supplier page. Supplier Search From this tab you can search for and discover suppliers. Mark the appropriate radio button if you would like to search the LiveSource database or your own address book directory. You then have the option to enter a company name or choose from company certifications, location, categories, language, and activity type by using the pull down boxes. When you have made your selections, click Search. Your list will populate below the search options. From this list you can add suppliers to a folder in your address book, your NDA approved suppliers list, or blacklist by putting a check mark in the box next to a company name then clicking the appropriate button at the bottom of the screen. You also can dictate how many results are displayed with the pull down box at the bottom of the list.

3 Supplier Profile Click on a company s name from the Supplier Search or Address Book tabs to bring up their company profile. From here you have options to add a supplier to your Address Book, your NDA Approved Suppliers list or to your Blacklist (See the following sections describing these options). Other options exist within the Supplier Profile to further gather information on each supplier: - SIS (Supplier Information System) See SIS Management. - Notes Create and store notes on individual suppliers using this tab. - DMS The DMS, document management system, is available to store files on individual suppliers. - Statistics Provides statistical information in various categories.

4 My Suppliers Here you can create an address book by simply clicking Add new at the top of the screen. You will then see a text box at the top of the My Suppliers box. Type in the name of the address folder then click Add new. To create a sub-folder, click on the folder name then click Add new. You can rename, delete, share or un-share the address folder by repeating the same process. To view address books shared with your company or group, put a check mark in the appropriate box at the top of the menu. Blacklist If you blacklist a supplier, you can manage these suppliers from this tab. To remove a supplier from the blacklist, share with your group, or unshared with your group, simply put a check mark in the box next to the supplier s name then click on the appropriate option at the top of the screen.

5 NDA Approved Suppliers When you add NDA Approved Suppliers, you can manage them in the NDA Approved Suppliers tab. In this menu you will see the company name, their location, what level they are approved for, the date they were added, who added them, and their NDA level. In order to send a message, un-approve, share, un-share, or add a supplier to and address book, put a check mark in the box next to the supplier s name then click on the appropriate option at the top of the screen.

6 Invited Suppliers Within this tab you can invite suppliers to add to address books. To invite a new supplier, click Invite New Supplier at the top of the screen. You will receive a pop up window asking for the supplier s information. Fill in the required fields and put a check mark next to and general files that you would like attached to the invitation. When you have filled in the necessary information, click Send. The supplier will receive notification of your invitation and will now appear in your invited suppliers list. You can then select a supplier to send a message, invite again, change flag, add to address book, add to NDA Approved Suppliers list, or add to black list by putting a check mark in the box next to the supplier s name and choosing the appropriate selection. If you would like to create a mass invitation, click Manage mass invitation. You will receive a pop up window to invite the new suppliers. First, get the excel template and fill it with your data by clicking on the Excel icon then clicking the disk icon. Fill out the information in the excel document for the suppliers that you want to invite and save the file. Now you can upload the spreadsheet by clicking Browse and adding the file from your computer. Click Start import. The treatment of the data you uploaded will be completed within 24 hours by the LiveSource system.

7 Supplier Code If you wish to assign supplier codes to your suppliers for RFQ s SIS, or ERP, simply enter the code in the correct column next to the company name. The data will automatically save when you direct away from this menu.