Navigating the Supplier Management Home Page

The Supplier Management Home Page provides a centralised view of all supplier-related activities within your organisation.

This dashboard helps you track supplier records, review key details, monitor performance, and manage compliance. From this page, you can access essential supplier information, view pending actions, and ensure that your organisation maintains strong supplier relationships.

This guide will walk you through the key features of the Supplier Management Home Page, how to navigate the interface, and how to interact with supplier records.

When to Use This Feature

✅ When managing and maintaining supplier records.
✅ When reviewing supplier compliance and performance.
✅ When adding new suppliers or updating existing supplier details.
✅ When filtering, sorting, or exporting supplier data for analysis.

Step-by-Step Guide: Navigating the Supplier Management Home Page

Step 1: Understanding the Supplier Dashboard

When you first land on the Supplier Management Home Page, you will see an overview of all supplier-related activities. This page is divided into several sections to help you efficiently manage suppliers and track any required actions.

At the top, you will see real-time update panels that highlight pending actions related to suppliers. These include:

• Suppliers Requiring Review – A list of suppliers that need verification or approval before being fully onboarded.

• Compliance Alerts – Suppliers with missing or expired compliance documents.

• Preferred Supplier Status Updates – Any updates related to preferred supplier classifications within your organisation.

Clicking on any of these panels will take you to a filtered list of suppliers that require action, allowing you to resolve outstanding tasks quickly.

Step 2: Using the Supplier Table

Underneath the real-time updates, you will find the Supplier Table, which contains all suppliers records within your organisation. Each row in this table represents an individual supplier record, providing key details such as supplier name, industry, location, compliance status, and preferred status.

To refine your supplier list, use the filter options located above the table. Examples of supplier filters are:

• Industry

• Location

• Compliance Status

• Preferred Supplier Status

• Contracted Suppliers Only

To adjust the displayed columns in the table, click the Edit Columns button. This allows you to customise the view by adding or removing fields based on your specific reporting needs.

Step 3: Searching for a Supplier

To quickly find a specific supplier, use the search bar above the table. You can search for suppliers by name, industry, or location. The system will instantly filter the results to match your query.

Step 4: Accessing a Supplier Record

To view a supplier’s full details, click on the supplier’s name from the table. This will take you to the Supplier Record Page, where you can:

• Review general supplier details – Company name, industry, tax details, payment terms, and shipping methods.

• Check compliance documents – View uploaded certifications, insurance policies, and other required documents.

• Manage supplier contacts – See a list of contacts associated with the supplier, including key account managers and support personnel.

• Review supplier notes and history – Track all interactions and updates related to the supplier.

Step 5: Adding a New Supplier

If you need to add a new supplier, click the New Supplier button at the top of the page. This will open the supplier creation form, where you can enter key details such as:

• Supplier Name

• Industry and Sub-Industry

• Company Registration Details

• Payment and Shipping Terms

• Primary Contacts

Once submitted, the new supplier record will be added to the table, and any required compliance checks can be initiated.

Step 6: Exporting Supplier Data

If you need to generate reports or export supplier information for analysis, click the Export button. This allows you to download supplier data in CSV format, making it easy to share and analyse within your organisation.

Key Considerations & Best Practices

✅ Keep Supplier Records Up to Date – Regularly review and update supplier details to maintain accuracy.
✅ Ensure Compliance – Monitor compliance status and address missing or expired documents.
✅ Utilise Filters and Search – Use the filtering and search options to quickly locate supplier records.
✅ Export Data for Analysis – Use the export function to generate reports on supplier performance and compliance.

Additional Resources

📌 Related User Guides:

• Managing Supplier Compliance – How to track and update compliance documents.

• Supplier Scorecards – How to evaluate supplier performance using scorecards.

• Uploading and Request Supplier Compliance Documentation – How to upload and request from your supplier compliance documents.

• Adding & Editing Configurations – How to manage configurations

• Creating & Managing Custom Fields - How to easily add custom fields

• Customising Table Views - How to add and remove columns when viewing tables

• Sorting, Filtering & Exporting Tables - How to manage tables