Add Suppliers into a Campaign

You can select multiple suppliers to target for an early payment discount campaign by applying selection criteria, and then defining your offer terms. A campaign must exist before you can add suppliers.

1. On the Payment Discounts page, click the Suppliers tab.
2. Click the List View icon .

   This lets you select multiple suppliers to add together in a single action.

3. To filter the resulting list of suppliers:
   • Select one of the categories.

     For example, you might want to find suppliers not already in a campaign or suppliers that were newly added.

   • Use the criteria filters to refine your results.
   • To clear a single filter value, select All from the top of its list.
   • To clear all filters including categories, click the Clear Filters button.
   Note: If you refresh the page after selecting criteria for your filters, only the categories will remain selected. You'll need to select the criteria again.
4. Select the check box of each supplier that you want to add to the campaign.

   

   Use the pagination arrows to browse to select more suppliers. The selected count updates as your selections change.

5. Click Add to Campaign.
6. In the dialog box, select the campaign that you want to use, then click Add to Campaign.

   It might take a moment before the application completes this action.

   • If there are no issues, you'll see an acknowledgment message summarizing your action. Click Go to campaign, or just click the Campaigns tab.
   • If there are any overlapping date ranges, you can view details to see which supplier site assignment were skipped and not added to the campaign. After you’re finished viewing, close in the details dialog box and then click the Campaigns tab.

   You can view the campaign on the Campaigns tab.