Table of Contents

Buyer Admin: The Supplier Onboarding Module (SIM) overview

shivani Updated by shivani

The Supplier Onboarding Module (SIM) is used to:

  • Check which suppliers are part of the OneAdvanced Purchasing network
  • Track your existing connections
  • Invite new suppliers to join or connect to the network

This guide provides an introduction to the SIM landing page, highlighting its features and capabilities.

SIM Landing Page

Upon entering SIM, the dashboard provides you with high-level information about your supplier network and your invitations.

The SIM Dashboard has a menu on the left side of the screen and a number of widgets/panels in the centre.

Dashboard Widgets

Suppliers in My Network

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

Clicking on the pie chart will take you to the My Network page.

Suppliers in the Purchasing Network

The Suppliers in the Purchasing Network panel displays how many suppliers are currently registered with OneAdvanced and a breakdown by supplier tier.

If new Suppliers have been added in the last month, this information will be displayed on the panel under the main count of Suppliers:

Clicking on the Browse suppliers button will take you to the Browse suppliers page.

Invitations Summary

The Invitations Summary panel displays a graph with the number of invitations sent by your buying organisation per day within a month period. 

If no invitations have been sent in the current month, the panel will show like this:

Clicking on the Invite suppliers button will take you to the Invite suppliers page.

Reminders

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

Clicking on the Track Invites button will take you to the Track invites page.

Invite Supplier

At the bottom of the Dashboard page, you will find the Invite Supplier function. This panel allows you to easily enter the key details of the supplier you'd like to connect with or invite to join the Purchasing network.

The following menu options are available:

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

The My Network page enables you to visualise your existing supplier connections on the Purchasing marketplace.

From here you can 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 located just below the page header and allows you to search by either Company Name or Previous Company Name:

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 across the whole of your network or by the results of a search.

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, it may relate to several different scenarios. If you are unsure of the circumstances, please contact the OneAdvanced Support team for further information.
Browse Suppliers

This page enables you to browse suppliers within the Purchasing marketplace network with whom you are not currently connected.

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 located just below the page header and allows you to search by either Company Name or Previous Company Name.

You can filter Suppliers by their Tier level or the 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 is completed only for suppliers with whom you are currently connected, based on the details provided at the time of connection request (if submitted via the onboarding module) or when made live.

Please do not amend this data. If any information appears to be incorrect, please contact the OneAdvanced Support team.
Track invites

The Track invites page displays a list of any invitations you have sent to suppliers who are not yet part of the OneAdvanced supplier network and enables you to:

  • Track invites you have sent to new suppliers
  • Review invite statuses
  • Send reminders to suppliers
  • Cancel invitations you have previously sent
Invite suppliers

The Invite suppliers page consists of two tabs: Bulk Invitation and Single Invitation.

If you only have a small number of invites to complete, we recommend following our standard guide here: How do I connect with a supplier on my Purchasing marketplace?

If you have many invites to complete, we recommend following our standard guide here: How do I bulk invite suppliers to my Purchasing marketplace?

You will receive emails updating you on the status of these invites or can track their progress via the Track Invites page.

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 connect with a supplier on my Purchasing marketplace?

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