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Buyer Admin: The Supplier Onboarding Module (SIM) overview

AD team Updated by AD team

The Supplier Onboarding Module (SIM) Dashboard

The Supplier Onboarding Module is used to track your existing connections, check which suppliers are part of the OneAdvanced supplier network and invite new suppliers to join or connect. This guide will provide an overview of the SIM landing page and what the module can do.

Upon entering SIM, the dashboard provides you with high-level information about your suppliers and the ability to navigate to other areas of the module.

You can either utilise the Dashboard widgets to navigate the module or alternatively the menu on the left hand side.

The following menu options are available:

  • My Network:
  • Browse Suppliers
  • Track Invites
  • Invite Suppliers

Dashboard Widgets

Suppliers in My Network

The 'Suppliers in My Network' panel displays information on your current connected supplier numbers and their status:

Suppliers in the Advanced Network

The 'Suppliers in the Advanced Network' panel displays how many suppliers are currently registered with OneAdvanced with a breakdown by supplier tier and the number of new suppliers on-boarded in the past month.

Invitations Summary

The Invitations Summary panel displays information in a graph of number of invitations sent by buyer per day within a month period. 

Reminders

The Reminders panel is a count of how many reminders have been sent by your organisation within a month period.

Invite Supplier

Towards the bottom of the Dashboard page, you have the Invite Supplier function. From here, you can simply enter the key details of the supplier you wish to connect or invite to join the Purchasing network.

My Network

The My Network page allows you to visualize your existing supplier connections on the Purchasing marketplace. This is your supplier directory; quickly access supplier information, review the status of a connection or find out which suppliers source a specific type of product based on the UNSPSC Standard.

The search box is available under the page header and searches can be performed against either:

•       Company name

•       Previous names

If a supplier doesn't appear in the search results, this suggests that either you are not currently connected to the supplier, or the supplier does not yet exist on the OneAdvanced supplier network. Please double check spellings and alternative names just in case.

What filters are available?

You can filter the whole of your network, or the results if a search was performed. Available filters include:

•       Supplier tier level: Trader, Member or Leader

•       Connection status: Pending, Connected, Price Approval or Catalogue Live

•       UNSPSC: The system displays the Description of the default UNSPSC selected by all the suppliers in your Network

All filters allow for multi-selection.
Filters are applied by clicking either the Search or the Filter buttons.
Where Pending appears as the status against a supplier, this status can cover a number of scenarios. If you are unsure what the circumstances are, please reach out to your Customer Success Manager for more information.

Browse Suppliers

This page allows you to Browse Suppliers within the Purchasing marketplace network who you are not currently connected with.

From this page, you can quickly access supplier information, find out which suppliers source a specific type of product based on the UNSPSC Standard, and request to connect with a supplier.

For the process to connect with a supplier via the onboarding module, please follow the guide here: How do I connect with a supplier on my Purchasing marketplace?

The search box is available under the page header and searches can be performed against either:

•       Company name

•       Previous names

You can filter them by Tier level or products they supply. You can also access their profile to find out about contacts, addresses or access documents they have shared.

If a supplier doesn't appear in the search results, this suggests that either you are already connected to the supplier (please check your My Network page to confirm), or the supplier does not yet exist on the OneAdvanced supplier network. Please double check spellings and alternative names just in case.

Supplier Profile

A supplier's profile contains all the information you may need from your existing or potential suppliers: company information, the type of products they sell and configuration.

You can access supplier profiles from the search results of either the Browse Suppliers or the My Network page, by clicking the View Supplier Profile clipboard button in the Actions column

The Company information tab covers basic organisation information including VAT number, Addresses, Contacts, how long the supplier has been registered on the OneAdvanced network and (if applicable) their connection status with you:

The Products tab will show the default UNSPSC code the supplier has chosen to describe the products they sell in their catalogue. Some suppliers may also have chosen additional UNSPSC codes. 'Default' will show against the top UNSPSC code:

The Configuration tab will only be completed for suppliers you are currently connected with, based on the information provided to us at the point of connection request (if done via the onboarding module) or when made live. Please do not amend the data here. If it is incorrect, please contact your Customer Success Manager.

Administration

The Administration page can be accessed in the top right hand corner of the onboarding module:

From this page you can edit the automatic reminders that will be triggered when using the bulk invitations option.

For guidance on how to bulk invite suppliers, please click here.

You can also define the default custom message that will be sent to your suppliers when invited to register.

How did we do?

Buyer Admin: How do I bulk invite suppliers to my Purchasing marketplace?

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