Welcome to the ultimate platform dedicated to enhancing and optimizing your Supplier Relationship Management (SRM) processes. Whether you are a seasoned professional in the procurement world or a newbie just stepping into the realm of supplier management, our platform offers a seamless and comprehensive experience tailored to your needs.
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Introduction to Supplier List
At the heart of our platform lies the Supplier List – a central table where all your supplier data lives.
How to Use the Supplier List
How to Use the Supplier List
Take full control by editing existing supplier data with ease.
Want to adjust a suppliers details or find out which suppliers have the highest spend? Consider it done in just a few clicks.
You can search, filter for suppliers, as well as directly edit in the table as if was a cell in Excel!
Adding a New Column
Adding a New Column
If you want to add a new column to the table, you can do so easily by clicking on the ➕ icon button on the top right of the table.
You can add a variety of types of columns:
Text
Number
Date
Select
Assessment
Spend
Creating a New Supplier
Creating a New Supplier
If you want to enter a new Supplier into Ignite, simply click on the + Onboard Supplier button in the top right. At a bare minimum Supplier Name is required - but feel free to add any other information you have.
Introduction to Supplier Profile
Dive deeper into each supplier’s profile with the Supplier Profile. Think of this as a digital ID card, offering a snapshot of each supplier’s general information, spend history, emission history, and more. It’s a quick reference tool, ensuring you have all the necessary information at your fingertips.
Where do I find a Suppliers Profile?
Where do I find a Suppliers Profile?
Supplier profiles can be found in graphs, lists, and overviews throughout Ignite. If you see a suppliers name somewhere, it can usually be clicked to open their profile.
You can also search for a supplier anywhere in Ignite using the search bar (shortcut: Ctrl+K).
What information can I find on a Supplier Profile?
What information can I find on a Supplier Profile?
In addition to the information on the Supplier List, a Supplier Profile can contain a lot of other information:
Spend by year and category
Additional insights exist in its own tab within the profile
Emissions by year and type
Additional insights exist in its own tab within the profile
Supplier Contacts
Contracts
Documents
Financials
++
Top half of the profile front page
Bottom half
Additional tabs to check out
Within each of the tabs you will find different types of info related to the supplier
Assessments
Ignite supports sending questionnaires out to your suppliers, or to your employees to rate specific suppliers.
How do I create a Questionnaire?
How do I create a Questionnaire?
To create a questionnaire, you can click on Assessments within the Suppliers module, then + New Questionnaire.
In the questionnaire, you can create different sections for your questions, as well as a variety of different question types. Everything from required questions, attachments to questions and more is supported!
See How to Create a New Questionnaire for more details.
How can I create a Campaign?
How can I create a Campaign?
Once you are ready to send out a questionnaire, you can use campaigns to send them out to your suppliers.
Campaigns come in two flavors; External and Internal. When sending out questionnaires to suppliers you will need to select external campaigns.
Creating a campaign can be done right from the supplier list. Simply choose the suppliers you want to send a questionnaire to, and click the paper plane icon in the top right.
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