Add Suppliers to an Initiative

You specify which suppliers you want to qualify and their supplier contacts when you create an initiative. For each supplier, you can specify an internal responder as well. On the Configuration page, you specify which suppliers are sent a questionnaire.

You can only add 400 suppliers to an initiative. When the initiative is launched, notifications are sent to each responder who receives a questionnaire.

To add a supplier to an initiative:

1. Navigate to the Edit Initiative Overview page

2. On the Edit Initiative: Overview page, there are two ways you can search for suppliers

   1. If you know the supplier name or number, click the plus sign in the Suppliers section and then click the search icon

      1. On the Search and Select: Supplier dialog box, you can search by supplier name, number, alternate name, or business relationship.

      2. Enter a value and click Search.

      3. When the search results appear, highlight the supplier you want, and click OK. Click Cancel to close the dialog box.

   2. If you want to perform a more detailed search, click Search and Add in the Suppliers section

      1. On the Overview: Add Suppliers page there are many search fields you can use to limit your search to only the suppliers that are appropriate to the initiative.

      2. Enter values in as many search fields as are necessary to restrict the search to appropriate suppliers. Note that you can also search by qualification and assessment status. This is especially useful if you're looking for suppliers whose qualifications are close to expiration. Click Search.

      3. When the search results appear, highlight the entry for the supplier you want to add to the initiative. Note, that you can select multiple suppliers by highlighting the first supplier, and then pressing and holding the <ctrl> key to continue highlighting additional suppliers.

      4. Once you have your suppliers highlighted, click Add to Selection. Your suppliers appear in the Supplier Selection. You can also select a supplier site . Click Continue.

3. When you're returned to the Edit Initiative: Overview page, use the Supplier Site and Supplier Contact menus in the Suppliers section to define a site (if necessary) and a supplier contact for each supplier. If the qualification areas or qualification model you choose are only applicable at the site level, enter supplier sites for each supplier. Supplier contacts are always required. You can also use the Internal Responder menu to associate an internal reviewer with the supplier. When you have added every supplier and internal responder, click the Questionnaires train stop. Then continue defining your initiative.