New article
Recently updated
Interacting with Suppliers via Supplier Overview
Who is this article for?Users who are looking for an efficient way to liaise with suppliers.
Manufacturer Userpermissions are required.
Supplier Overview provides an at-a-glance overview of the basic supplier information and a straightforward way to interact with the listed contacts. This guide will show you how to use it to request completion of self-audits, raise concerns about the supplier, or contact them.
1. Supplier Overview
To view suppliers:
- Expand the Supplier Information menu.
- Click Supplier Overview.
You will be taken to a new page with a basic overview of all suppliers.
By default, the filter will be set to A, displaying all suppliers whose names begin with that letter.
2. Filtering Results
You have access to a few different filtering options to help you find the supplier you need.
Filter By Levels
To filter by levels, select the icon above the list. You will see a pop-up where you can select up to three levels to filter by.
Clicking Submit will refresh the page and display only the suppliers mapped to these levels.
Filter By Letter
To filter by letter, click any of the letter buttons above the list to refresh the list and view the records whose names begin with that letter.
Each button has a count underneath to indicate how many entries will be listed.
Looking for suppliers whose name starts with a number?
To view suppliers starting with a numerical or special character, click the Ot filter displayed on the far right of the letter row.
Search Bar
You can also use the search bar above the list to look up the record name but note that you will still need to select one of the letter filters to view the results.
3. Actions
To interact with a supplier record, click the icon at the far right of the row to access the actions available for it.
SAQ Request
Takes you to a page where you can ask the supplier to perform a self-audit.
Spec Request
Takes you to a page where you can ask the supplier to complete a specification.
View/Raise NC
Takes you to a page where you can see if non-conformances have been raised against the supplier.
Edit
Clicking the Edit icon will take you back to the details page where you can amend all fields as needed.
To keep your changes, click Save.
View All Information
Takes you to a page where you can see all data stored in your system against the supplier's record.
Opens a modal where you can draft an email message to the supplier. Some of the fields will be prefilled using the information pulled from the supplier record.
Press Send to send the email to the supplier.
4. Additional Options
Takes you to a page where you can create a record for a new supplier.