Viewing, Searching & Reporting on Suppliers in a Requirement

Viewing Suppliers

To view your Live/Qualified/Disqualified suppliers for a requirement, go to the "Suppliers" tab in the Requirement.

• If you have set up lots/categories for a supplier, you can view what they are qualified for by clicking Categories.
  • You can update the lots/categories a supplier is qualified for at any point - this is also recorded in the audit log
•  Against the supplier you can also click Questionnaires to view:
  • The answers they have provided for a questionnaire(s).
  • The qualification result(s).
  • Any evaluation notes added by administrators relevant to the questionnaire. 

Filtering and searching suppliers in a Requirement

From within a Requirement, you can filter your list of suppliers by name/categories/lots.

Within the "Suppliers" tab use the search bar to filter your list of suppliers.

You can search by:

• Name of the supplier organisation.
• Name of categories (as set-up within the "Categories" tab).
  • For example; Lot 6, Digital Services etc. 
• When searching by categories/lots, it will only show you those suppliers with those lots/categories saved against them.

Further filtering and searching of suppliers in a Requirement

Quotation marks will have an effect on the suppliers listed on the screen and hence the suppliers exported through either Excel or PDF. 

• Searching Lot 6 without any quotation marks will bring up any supplier with Lot 6 listed against them regardless of any other categories they may also have listed against them. 
• By searching with quotation marks at either side of the complete main phrase such as "Lot 6 Digital Services " will bring up a list of suppliers that have Lot 6 against them but no other categories listed against them.
  • There must be a space between the phrase and the second quotation mark for this to work.
    
• By searching using quotation marks but not the complete main phrase such "Lot 6" or "Lot 6 " (The space before the second quotation mark will not effect this search) a full list of suppliers with Lot 6 listed against them will appear such as with the first example.

Download a report of suppliers in a Requirement

From within a Requirement in the  "Suppliers" tab, you can download a spreadsheet/pdf of your suppliers. 

• You can do this by clicking on PDF and excel button on the right side of your screen.
• You can either filter your suppliers as explained above by name/categories/lots for a more specific report or you can pull off a complete list of your suppliers.

This report will show you:

• Supplier Name.
• Status of the Supplier in the Requirement.
  • Live/Qualified/Disqualified.
• Reference. 
• All Categories/Lots that have been saved against them.
  • If you have filtered by Lot 6, the report will only pull of those Lot 6 suppliers, but it will also show you any other lots/categories listed against them.

Viewing/Searching and Reporting on all suppliers from all requirements from Supplier Management > Suppliers screen

Alternatively, if you set up Lots/Categories tied to a Goods and Services, you can also view a complete list of users qualified for these services by: 

• Navigate to Supplier Management > Suppliers.
  • Here, you can filter the suppliers by the Cost Stage(s) and Cost Descriptions(s) for which they are qualified. 
    • The Download button allows you to download a spreadsheet consisting of the list of suppliers according to the selected filters. 
    • Click the Review Answers button for the qualified supplier who you wish to review. Here you can review all of the supplier’s current qualifications.
    • Click the None box if you want to disqualify the supplier from providing any services to your organisation.
    • Clicking the View History button will display details of all changes and qualifications to date.