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How do I invite a supplier to complete a questionnaire?

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 invite. Use the 'Invitations' option on the chosen category and upload a CSV file with your supplier data using the 'Upload supplier invitations' option.

The platform is used to invite and collect data from suppliers to support supplier selection decision making and for compliance management and reporting purposes. Buyers can create categories of suppliers and invite them to complete a questionnaire. If the buyer wants to actively engage with supplie…

1. Go to the Suppliers tab on your Dashboard2. Select the 'Manage category' option at the top of the Suppliers tab3. Find the category that you want to invite suppliers to join and go to the 'Invitations' page from the category overview4. Go to the 'Upload supplier invitations' page from the Options…

How do I create a category of suppliers?

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.

Buyers can create categories of suppliers and invite them to complete a questionnaire. If the buyer wants to actively engage with suppliers through the platform, these can be managed as a campaign. The campaign functionality allows buyers to upload suppliers against a category and invite them throug…

1. Go to the Suppliers tab on your Dashboard2. Select the 'Manage category' option at the top of the Suppliers tab3. Use the 'Add category' option on the right side of the page4. Enter the information about the category that you want to add5. If you want to create a campaign from this category and i…

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

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.

The platform is used to invite and collect data from suppliers to support supplier selection decision making and for compliance management and reporting purposes. Buyers can create categories of suppliers and invite them to complete a questionnaire. If the buyer wants to actively engage with supplie…

1. Go to the Suppliers tab on your Dashboard2. Select the 'Manage category' option at the top of the Suppliers tab3. Use the 'Manage your templates' option on the right side of the page4. If you want to add a new email template, go to the 'Add template' option on the right side of the page5. Enter a…

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

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 suppliers in the category.

The platform is used to invite and collect data from suppliers to support supplier selection decision making and for compliance management and reporting purposes. Buyers can create categories of suppliers and invite them to complete a questionnaire. At any time buyers can export the supplier listed…

1. Go to the Suppliers tab on your Dashboard2. Select the 'Manage category' option at the top of the Suppliers tab3. Find the category that you want to export the supplier information for and go to the 'Invitations' page from the category overview4. Use the 'Export' option at the bottom of the page…


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