Buyer Admin documentation
Contract Module
Buyer Admin: How do I create a local contract?
Buyer Admin: Introduction to the Contract Module
Buyer Admin: How do I approve a Framework?
Buyer Admin: How do I approve or reject Local Contracts?
Buyer Admin: Contract Spend Analysis
Buyer Admin: How do I bulk upload local contracts to the Contract Module?
Buyer Admin: How do I manage data within a live local contract?
The Purchasing Homepage and Administration Interface
Buyer: How can I customise the Homepage for my organisation?
Buyer: How do I create a Marketplace News article?
Buyer Admin: Introduction to the Administration interface
Workflow Editor
Logging in and Multi-Factor Authentication)
Buyer Admin: Multi Factor Authentication for logins
Buyer Admin - How do I access my admin account?
Buyer Admin: Accessing locked admin log-ins (including forgotten password)
End User Management
Buyer Admin - How do I deactivate a user's account?
Buyer Admin: Insights - How do I give access to users?
Buyer Admin - How do I create new end user accounts (basket punchout)?
Buyer Admin - Can I update a user's name if their name changes?
Sustainability (ESG) Module
Buyer Admin: How do I map sustainability attributes (supplier and global)?
Buyer Admin: How do I create my own organisation specific sustainability attributes for suppliers?
Buyer Admin: An introduction to Sustainability Data on Purchasing
Buyer Admin: How do I approve a supplier level Global Sustainability Attribute?
Supplier Catalogue Management
Buyer Admin: Price Approval - How do I approve or reject a price file?
Buyer Admin: The Supplier Onboarding Module (SIM) overview
Buyer Admin: How do I bulk invite suppliers to my Purchasing marketplace?
Buyer Admin: How do I connect with a supplier on my Purchasing marketplace?
Buyer: How do I mark an entire supplier catalogue as 'Preferred'?
Buyer Admin: How do I export a supplier catalogue?
Buyer Admin: How do I hide an entire supplier's catalogue?
Buyer Admin: How do I make a hidden catalogue visible again?
Buyer Admin - How can I change an item's visibility or status?
Supplier documentation
Managing catalogue data on the Supplier Portal
UNSPSC Version Update Guide
Supplier: How do I edit my product data?
Supplier: How do I upload my products?
Supplier: How do I approve a price file?
Supplier: How do I export my catalogue?
Supplier: How do I provide catalogue pricing?
Supplier: Why has my price file failed?
Supplier: How do I upload images to my catalogue?
Supplier: How do I upload PDF documents to my products?
Supplier: How do I delete products from my catalogue?
Supplier: Catalogue Management tab - What does each file status mean?
Supplier: How do I hide a product from a buyer(s)?
Supplier: How do I complete the OneAdvanced data templates?
Supplier: How do I amend a catalogue number?
Supplier: How do I maintain leading zeros on a .csv download?
Supplier: eClass codes
Supplier: How do I amend catalogue pricing?
Supplier: How do I add delivery charges to my catalogue?
Catalogue Management tab: How do I use the filtering options
Supplier: How do I create new products individually?
Logging in
Supplier: How do I request a new supplier portal login to be created?
Supplier: Multi Factor Authentication when logging in
Supplier: How do I reset my Purchasing account password?
Trader suppliers
Search and product visbibility
Supplier: How do my products appear on Purchasing?
The Purchasing Search: An overview for suppliers
Supplier: How do I find out if a product is currently visible to my buyers?
Contract Module
Supplier: How do I activate a framework contract?
Supplier: How do I export contract data from the Contract Module?
Supplier: Contract spend analysis
Supplier: How do I update an active contract?
Supplier: Introduction to the Contract Module
Supplier: How do I set up a local contract?
Sustainability Module
Supplier: Sustainability - Reporting on the ESG Insights Dashboard
Supplier: How do I tag my products with sustainability attributes (Global and Supplier)?
Supplier: An introduction to managing sustainability data
Supplier: How do I remove a sustainability attribute from my data?
Supplier: How do I create and manage supplier sustainability attributes?
Supplier: How do I tag my organisation against a global sustainability attribute?
Supplier: How can I see which of my products have sustainability attributes already assigned?
eQuotes
Insights reporting
Supplier Insights: Categorisation (UNSPSC) Dashboard
Supplier Insights: On and Off Catalogue Orders
Supplier: How can I view Insights reports?
Orders and Invoices
Supplier: How can I review any invoice rejections?
Supplier: Purchase Orders
Supplier: PO flip invoicing
Updating my profile
Buyer End User documentation
Buyer Insights: On and Off Catalogue Orders
Buyer: How do I download a PDF copy of my Purchase Order?
Buyer: Sustainability - Reporting on the ESG Insights Dashboard
Buyer End User (eReqs and basket workflow users only): Multi Factor Authentication for logins
Buyer User Guide: How do I raise a free text order?
Buyer User Guide: Searching on the Purchasing marketplace
Buyer User Guide: How do I search for sustainable products?
Buyer User Guide: How do I configure my Homepage?
Buyer: How do I use the eQuotes module?
Buyer User Guide: The Purchasing Homepage
Buyer User Guide: How do I create and use Saved Baskets?
Buyer User Guide: How do I 'favourite' a product?
Buyer User Guide: How do I customise Insights on the homepage?
General
Release Notes & Product Roadmap
Release Notes
2024
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Release Notes 17th October 2024
Release Notes 3rd October 2024
Release Notes 18th July 2024
Release Notes 5th September 2024
Release Notes 20th June 2024
Release Notes 6th June 2024
Release Notes 23rd May 2024
Release Notes 9th May 2024
Release Notes 18th Jan 2024
Release Notes 22nd Feb 2024
Release Notes 18th April 2024
2023
Release Notes 17th Aug 2023
Release Notes 03rd Aug 2023
Release Notes 06th Jul 2023
Release Notes 22nd Jun 2023
Release Notes 07th Jun 2023
Release Notes 24th May 2023
Release Notes 11th May 2023
Release Notes 27th April 2023
Release Notes 13th April 2023
Release Notes 30th March 2023
Release Notes 02nd February 2023
Release Notes 16th February 2023
Release Notes 02nd March 2023
Release Notes 16th March 2023
Release 19th January 2023
Release Notes 11th Dec 2023
Release Notes 23rd Nov 2023
Release Notes 09th Nov 2023
Release Notes 26th Oct 2023
Release Notes 12th Oct 2023
Release Notes 28th September 2023
Release Notes 30th Aug 2023
2022
Release 4th August 2022
Release 8th December 2022
Pending eCat Releases
Release 18th August 2022
Release 7th July 2022
Release 23rd June 2022
Release 9th June 2022
28th April 2022 Release Notes
26th May 2022 release
28th April 2022 release
3rd March 2022 release
17th February 2022 Rlease Notes
13th January 2022 release
2021
September 14th 2021 Release
27th May 2021 Release
Release 17th December 2020
July 22nd 2021 Release
25th November 2021 Release
October 14th Release Notes 2021
30th Septemeber 2021 Release Notes
11th September 2021 Release
Release Notes 2nd September 2021
Release Notes 19th August 2021
5th August 2021 Release Notes
Release 8th July 2021
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17th June 2021 Release
Release -Amendments Service - 8th April 2021
Release - 4th March 2021
Release 4th February 2021
Release Notes - January 21st 2021
Product Roadmap
Marketplace (Purchasing) Video Content
Video - Buyer Insights
Video - eQuotes
Video - Price Approval
Video - eOligo Module
Video - Purchasing Overview Project v1
Video - Sustainability Module - Buyers and Suppliers
Video - eServices Module
Video - Free Format
Video - Saved Baskets and Favourites
Video - Basket Workflow
Video - Managing Internal Catalogues
Video - Supplier Insights
Video - PO Flip eInvoicing
Video - eFinancials Integration.mp4
Video - eCatalogue Overview
Videos - Punchouts
Video - eRequisitions
Table of Contents
- All Categories
- Supplier documentation
- Sustainability Module
- Supplier: An introduction to managing sustainability data
Supplier: An introduction to managing sustainability data
Updated by AD team
Introduction to the Sustainability Module
Sustainability attributes and tags can be assigned at product or supplier level on Purchasing (formerly Marketplace) so that end-users can make informed choices when making purchases.
Information is defined and managed via the Attribute Editor tab in your supplier portal. Buyer's procurement teams have their own module within the system too.
Individual products that are 'sustainable' are flagged with a green leaf icon on the search results (providing a buyer has mapped them), and further information can be found about the relevant attribute(s) it might have within the product information pages:
Sustainability data held at organisation level appears on a specific 'Sustainability' tab (if mapped by the buyer) within the product information pages and on your supplier profile.
This guide describes the differences between Global and Supplier attributes as well as covering how to locate the module on your supplier portal.
Tagging options
There are two types of tag that Purchasing allows, Global and Supplier:
Global Attributes
- Fully certified or globally / nationally recognised schemes which multiple suppliers may be a part of and will share the definition of e.g. Fairtrade, Rainforest Alliance Certified, ISO 14001 etc.
- Managed by the OneAdvanced team (i.e. suppliers cannot create new ones, but can tag their organisation or products against them)
- Supplier or Product level
- Buyer can choose how to map them for end-user visibility
Supplier Attributes
- Initiatives used only by your company
- Product level only
- Buyer can choose how to map them for end-user visibility
How do I access the Sustainability Attribute Editor module?
From within the Attribute Editor, you will be able to review all existing Attributes (Global and Supplier), as well as being able to create new Supplier Attributes.
- From the supplier portal, go to the Attribute Editor tab available in the menu:
- The editor will open and automatically display a set of folders on the left hand side in which the various attribute tags are located:
- The first folders are global level files and attributes which you can view but cannot edit (only OneAdvanced can edit these).
- At the bottom of the list, you will find a Suppliers file, which contains a folder for your organisation holding all of your own attribute definitions (if any have been created). By default the editor will open with this folder selected.
If you cannot find an attribute that you believe should be set at 'global' level, please contact our Customer Support Team at marketplace.support@oneadvanced.com or by raising a case on the Customer Portal. Please provide as much information as you can about the attribute to assist us with this request. - The right side of the screen shows the list of attribute definitions in the currently selected folder (if applicable). For example, the screenshot below shows the Global Attributes which are available to use:
- To review the details of any attribute or edit the information (if a Supplier attribute only), click the three dot menu option and select View Details or Edit. Global Attributes will only have the option to 'View Details' as they're controlled by OneAdvanced:
- From the View Details page, you can see the following information about an attribute:
- The name of the attribute and logo assigned e.g. 'Bio Preferred'. Any screens within Purchasing that display attribute information will use this name and the image that has been associated with it.
- The Shortname is the reference that will be used when uploading product data files that tag items with this attribute. Please review the 'How do I tag my products with sustainability attributes?' section below for more information.
- The Type section will indicate whether the attribute is a PRODUCT TAG and / or a SUPPLIER TAG. In this example, PRODUCT TAG has been assigned which means this attribute can only be used to tag specific products (i.e. it cannot be assigned against your organisation as a whole).
- The Description is a short description of the attribute and may contain a URL link if needed to take you to the relevant website for more information
Getting Started
Depending on the type of tag you need to assign to your organisation or products, please find links to the following guides to assist in your next steps:
Global Attribute (Organisation level): How do I tag my organisation against a global sustainability attribute?
Supplier Attribute set up: How do I create and manage supplier sustainability attributes?
Mapping products to Global or Supplier attributes: How do I tag my products with sustainability attributes (Global and Supplier)?
Reporting
You will soon be able to find reporting on your sustainability attribute data from your Insights reporting module (not available to Trader suppliers) via a specific sustainability dashboard.
Reports will include:
- Sustainable vs non sustainable spend analysis, calculated using attribute tags applied to items
- A drill down from the dashboard element to an orders-over-time report with filters to drill into sustainable spend patterns