You will require access to the Supplier Relationship Management (SRM) Module via a Licence Type of Enhanced User or above in order to use these fields and features.
SRM Fields
| Field | Notes |
| Insurance Limits | Professional Indemnity, Public Liability and Employer’s Liability insurance limits |
| Insurance Renewal Dates | Renewal dates for the above insurances |
| Contact Details | Name, title, email and telephone details for up to 5 external or internal contacts |
| Quality Standards | Recording of quality standards required and held |
| Preferred Supplier Status | Status values can be customised |
| Risk Profiling | Financial, H&S, Information Security and other risk categories |
| Compliance with Procurement Policy | For recording outcomes of internal review and approval procedures |
| Supplier in Use | A checkbox set by the system to indicate that the supplier record is linked to a project or contract in the system |
| Custom fields | Option to add custom multiple fields of all data types |
Performance
There are two methods in the Supplier App for recording and reporting on the performance of suppliers:
- Against the supplier record - for quick and basic performance scoring (see screenshot below)
- Using Contract KPIs - to monitor supplier performance on each Contract (for detailed KPI monitoring – see Contract section for more details)
| 1 | Performance review are added/edited using this list |
| 2 | Details of the review can be uploaded as *an attachment. |
Attachments
File attachments of all types are supported.
Simply click Attach File in the Notes and Attachments section and follow the instructions. 1GB of file storage is supported and additional storage can be purchased.
You can also upload notes to record long textual records.
Automated Supplier Questionnaire
Questionnaires can be set up the same way project templates are being set up on eSourcing. They can have multiple Requirement Sections and requirements of type text, currency, picklist, etc. The engagement with the supplier is based on custom and approved templates, which will be customised as per your requirements. This feature is available for users that have access to the Supplier App. Once the questionnaire is issued, the supplier will be able to provide answers via the Supplier Portal.
You are able to select and schedule the questionnaire on the Supplier page, section Automated Supplier Questionnaire Details.
| 1 | On this field, Select the type of questionnaire you would like the supplier to complete from the drop-down list. |
| 2 | Enter the date when you would like the questionnaire to be issued to the supplier. |
| 3 | Specify how often should the questionnaire be issued to the supplier in months. With every issue, a new Project will be added in section Contracts on the Supplier page. If you would like it to be issued yearly, enter number 12. |
| 4 | Using the drop-down list, select the type of email template you would like to be send to the supplier when the questionnaire is being issued. |
| 5 | By ticking this box, the Owner of this record will be copied on the e-mail that is being send out to the supplier. |
Tip: questionnaires and e-mail templates can be added or modified. Please liaise with your account manager to set up customised questionnaires and e-mail templates.
Depending on the type of questionnaire template you select, the system will generate a Project in section Contracts, on the Supplier page, in line with the chosen Schedule Dates and Frequency as per image below. The system will name the project using the name of the type of questionnaire has been issued, the name of the supplier and the date when it has been sent to the suppliers.
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