The Atamis system provides many ways for you to monitor suppliers within your organisation. This article will outline the various tabs within the Supplier record that will aid your organisation in effective supplier management.
Supplier Assurance
Use the Supplier Assurance tab to generate supplier onboarding or other assessments and questionnaires. These questions sent to the supplier are based on your assessment templates set up within the Atamis system.
You can set up a supplier assessment here and view supplier responses within the record when they respond.
To schedule future assessments to send at a regular frequency interval after the supplier responds, select the related Supplier Assessment record by clicking on the blue hyperlinked reference. Enter the desired interval that the assessment should be sent to the supplier in months (ie. for an annual assessment, enter 12) in the Supplier Assessment Frequency field. This will automatically generate the questionnaire to the supplier following the scheduled frequency. It will include their previous responses populated and when the Supplier completes the questionnaire again a new supplier assessment record is generated.
Supplier Certifications
Use this tab of a Supplier record to add any certifications that the Supplier has provided to you. Once a certification is added, you can use the system to track their compliance and whether they remain valid.
To add a certification click New on the Supplier Certification related list and populate the information related to the certification.
If desired, you can opt to automatically notify the supplier that their certification is expiring at a desired number of days prior to expiry, so they can provide you with a new copy. To do so, ensure the notify supplier button is checked on the certification record.
Performance Reviews
You can use this tab of the supplier record to log any performance reviews undertaken with the Supplier. This tab may be titled something different in your Atamis system depending on your organisation's customisations.
To create a new performance review, click New on the Quality Reviews related list. A screen will appear for you to populate with the appropriate fields set up by your organisation. Any mandatory fields will be marked with a red asterisk.
Supplier Innovations
This tab provides an area for logging any ideas submitted by the supplier and track the status of those ideas. Click New on the related list to log a new record and fill out the applicable fields. An example of a supplier innovation is provided below, but this may appear differently in your Atamis system depending on customisation undertaken.
Supplier Monitoring
The supplier monitoring tab will provide financial information if you have added the D&B Integration to your Atamis system. Be sure to click the research button to populate the information accordingly.
This area can provide key details without having to navigate away from the Supplier record such as turnover, size, credit rating history, financial ratios, and supplier share prices if a publicly held company.
Audit History
Use the audit history tab to review a history of changes to the Supplier record logged by the system.
Procurement Actions
Use the procurement actions tab to keep a list of procurement actions that need to be performed related to monitoring the supplier. You can see a full list of all procurement actions, who they are issued to and the action status at a glance from the related list.
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