The 'Suppliers' tab on a Requirement stores your qualified/disqualified/live suppliers for each Requirement.
From here you can:
- Manually qualify a Supplier (see below for further information)
- Import Suppliers (see here for more information)
- See the supplier's status
- Set your 'Lead' Supplier
- Provide a reference for the supplier - optional, and at each sites discretion
- See the the results of Tender Questionnaire exercises (by clicking 'Questionnaires')
- View Results = Shows Qualification decision of a Tender Questionnaire / View Response = See Answers provided in Tender Questionnaire
- See and set the Categories/Lots the Supplier is awarded (by clicking 'Categories')
- If applicable, track the Spend set-up against the Supplier
- Download a list of the suppliers held against the Requirement
Populating/Qualifying/Making Live through a Tender Questionnaire
If you are conducting a procurement exercise on the software using a Tender Questionnaire, the Suppliers will be automatically populated on the 'Suppliers' tab once you have qualified/disqualified the supplier. See here for more information when qualifying/awarding a supplier via a Tender Questionnaire.
Manually Qualifying a Supplier / Direct Award
If you are issuing a Direct Award/ maintaining a Contracts Register/ Manually qualifying suppliers not through a Tender Questionnaire, you can manually populate the Supplier list. See here for more information.
Expiring Documents
See here for information on the Document Expiry workflow.