These features help you manage information about potential suppliers:
Profiles: Design multi-page profiles combining custom fields in any combination and order you want. You can create multiple profiles for different types of suppliers or assign multiple profiles with different types of information to a single supplier.
Custom Fields: Collect and manage data in the format that best meets your needs. Available formats include short text, long text, numeric, check box, check list, date/time, radio group, dropdown menu, or file attachment. Expiration dates ensure attached documents are updated in a timely manner. If fields are used in multiple profiles, the information submitted by the supplier is automatically shared wherever the field is used.
Use visibility rules to add logic to the fields in the profile. The answer to one field can control which fields appear or do not appear in the profile
Find profiles quickly with powerful custom searches that you can save and reuse.
Self-registration: Get suppliers on board quickly and easily. With the self-registration option, you post a link to your Supplier Management URL on your website so that suppliers can register themselves and submit profile information without any labor or time commitment from you.
Reduce data entry time and increase accuracy by letting suppliers submit their own company information.
Verify or reject information submitted by suppliers in the review process. Suppliers can modify their responses and resubmit.
Automatically trigger email-notifications and field updates based on date-time field information, e.g. "Document 78g will expire in 2 weeks". Supporting documents can be set up with expiration dates.
Enforce supplier management process by preventing companies from participating in sourcing projects until after submitting their profile.
Control which users can access supplier profile information, perform profile reviews, and submit documents with roles and permissions.
Automatically import profile information and data when importing companies in the Companies and Users window.