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How do I create and amend a category?

Answer

Go to the ‘Manage category’ page from the Suppliers tab on 'Your dashboard' and use the ‘Add category’ option on the right side of the page.

 

 

Background

Buyers can create categories of suppliers and carry out analysis on data they have submitted. If the buyer wants to actively engage with suppliers through the platform to submit data, this can be managed as a campaign.

View this link for further information on the differences between campaigns and categories.

 

 

Steps

1. In the Suppliers tab, go to 'Manage categories'

2. Click 'Add category'

3. Create the name, description and choose the type of assessment you want to include in this category.

4. Choose 'Passive' and click 'Add', this will create your category.

5. Locate your category in the ‘Manage your categories’ screen and click 'Contracts'

6. Click 'Add contracts' to view a list of all of the suppliers you currently have a relationship with.

7. From this list, click 'Add' against the relevant supplier. You can search using the suppliers name or DUNS number, or you can go through the list manually.

8. Once added, your suppliers will appear in the category you have created.

9. To access the analysis, click on the name of the category, this will take you back to your dashboard and from here, you can scroll to the bottom of the dashboard and access the different analysis options.

 

 

If you have any further questions regarding the Supplier Registration Service platform, please use our Live Web chat where our support team will be happy to assist you with further information and guidance.

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