How to find the supplier list
Go to the "Supply Chain" tab on the left.
Go to the "My suppliers" tab on the left.
Create suppliers directly within the system (one supplier at the time)
When creating then within the system you create one supplier at the time. Most suitable for a small amount of suppliers. If you already have an excel overview, you should upload suppliers via excel.
How to create a supplier within the system:
Click on the "Add Suppliers" in the top right.
Chose the option "Create supplier"
Chose a method:
Create a company and invite the supplier onto the platform to start collaborating (For most instances we recommend using method b "creating for internal use" and then later on inviting them onto the platform).
Chose if you want to send out emails to activate the supplier.
Fill out the supplier information (show explanation on the fields by clicking "Show rules" in the top right.
Click "Save". Now the supplier receive an email to accept the invitation.
Create a company for internal use and overview. Without inviting them onto the platform (You can always a a later point invite them onto the platform).
Fill out the supplier information (show explanation on the fields by clicking "Show rules" in the top right.
Click "Save".
The supplier(s) will now be visible in the "My Suppliers" tab.
Upload multiple suppliers from Excel/CSV file
When uploading multiple suppliers from an Excel/CSV file you can create many suppliers at once.
How to structure your Excel file?
Before you upload your suppliers you have to structure the file in the right format.
See this example or download this example file.
What data are required on your suppliers?
There are some general recommendations and some required data points you need on your suppliers
How to upload suppliers:
Click on the "Add Suppliers" in the top right.
Chose the option "Upload supplier(s)".
Select a Excel/CSV file from your computer. Once added go to the next step.
Chose a method and click next:
Create a company and invite the supplier onto the platform to start collaborating.
Create a company for internal use and overview. Without inviting them onto the platform.
Now you should map the data from the file. The data from the file should match the options in the system. You will now have a list of the column name from the file and from the drop down you chose a matching value in the system. When all is set up press submit.
Now you can see the import results of how many are successfully imported or whether if any failed. Show details for in-depth information.
The supplier(s) will now be visible in the "My Suppliers" tab.