Help

How do I create a category of suppliers?

Answer Go to the ‘Manage category’ page from the Suppliers tab on the Dashboard and use the ‘Add category’ option on the right side of the page.   Background Buyers can create categories of suppliers and invite them to complete a questionnaire. If the buyer wants to actively engage with…

How do I create an export of all suppliers within a category?

Answer Go to the ‘Manage category’ page from the Suppliers tab on the Dashboard and choose a category for the supplier(s) that you want to export. Go to the ‘Invitations’ page from the chosen category and use the ‘Export’ option at the bottom of the page to access a CSV file of the supp…

How do I create an email to invite my suppliers to complete a questionnaire?

Answer Go to the ‘Manage category’ page from the Suppliers tab on the Dashboard and go to the ‘Manage your templates’ page from options on the right side of the page.   Background The platform is used to invite and collect data from suppliers to support supplier selection decision makin…