How do I invite a supplier to complete a questionnaire?

Answer

Go to the ‘Manage category’ page from the Suppliers tab on the Dashboard and choose a category for the supplier(s) that you want to invite. Use the ‘Invitations’ option on the chosen category and upload a CSV file with your supplier data using the ‘Upload supplier invitations’ option.

Background

The platform is used to invite and collect data from suppliers to support supplier selection decision making and for compliance management and reporting purposes. Buyers can create categories of suppliers and invite them to complete a questionnaire. If the buyer wants to actively engage with suppliers through the platform, these can managed as a campaign. The campaign functionality allows buyers to upload suppliers against a category and invite them through the platform with a category invitation code that automatically links suppliers to the correct category. If you have not yet created a category go to the ‘How do I create a category of suppliers’ help page for guidance.

Steps

1. Go to the Suppliers tab on 'Your dashboard'
2. Select the ‘Manage category’ option at the top of the Suppliers tab
3. Create or find the campaign that you want to invite suppliers to join and go to the 'Invitations' page from the 'Manage your categories' screen (Suppliers tab > Manage categories)
4. Go to the ‘Upload supplier invitations’ page from the 'Options' on the right side of the page
5. Download and complete the CSV template with supplier data
6. Follow the supplier list CSV guidance ensuring that all suppliers have a contact user’s email address
7. Once the CSV is complete, press 'Upload' on the Upload supplier invitations page and choose the CSV file that you have created with the supplier data for this campaign
8. The suppliers that are included in the CSV file upload will be sent an email inviting them to complete the selected questionnaire for this campaign

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.