Answer

You can create a category of your existing suppliers via the 'Invite a new category of suppliers' or 'Create a new category of suppliers' option on your dashboard.

Background

You are able to categorize your existing suppliers into smaller categories via the dashboard. This helps to group large numbers of suppliers into more specific categories such as location, service-type or product-type. Once created, you can manage, view, export and analyze the smaller categories of data via the platform. This feature does not send any communication to invite a new or existing supplier to complete any questionnaires.

Steps

1. Sign in to your account on the SUPPLIERASSURANCE platform
2. Go to the Suppliers tab on your Dashboard
3. Select the 'Invite a new category of suppliers' or 'Create a new category of suppliers' option under 'Get started' on the right side of the page
4. Enter the information about the category that you want to add
5. If you want to invite your suppliers to complete a questionnaire please select the Category type 'Campaign'. If you would like to analyze your existing suppliers please select the Category type 'Category'
6. Press 'Add' to create the category or campaign



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