supplier registered in SourceDogg has a supplier profile created for them. By
opening the supplier profile, the buyer can see the list of interactions with
the given supplier, including the list of eRFx that the supplier was invited
to, contact details, certifications, documents, etc. Every time a buyer requests
any data from a supplier, this is automatically saved into a supplier profile
and visible to the buyer at any stage.
the supplier profile, the user needs to
click on the Supplier Management button on the SourceDogg menu bar.
searching for a particular supplier, the user can open the supplier profile by
clicking on the “View Full Profile” button.
profile is opened in a separate browser window, with several tabs, each
containing a different type of
tab contains the basic information about supplier’s organisation as provided by
the supplier. Below this, there is a list
of tags that have been used by the buyer to categorise the supplier. This information can be used for fast search of the supplier.
displays the activity rating of a supplier. SourceDogg uses a “traffic light”
system, with a green circle meaning someone in this organisation has logged in
their account in the last 14 days. In the case of an orange circle, there has not been any activity on the account for more
than 14 days. For accounts with more than 6 months of inactivity, a red circle
Below the activity rating, there is a list of supplier
profile custom fields. These are internal fields set up by an admin of a buying
organisation and can contain various types of information as defined by the buyer.
There can be an unlimited number of custom fields created and they would be
visible in each supplier’s profile. It is possible to define verification
patterns for entering the data or use pre-defined drop-down lists. This ensures the accuracy and consistency of the
entered information and helps for future reporting on the saved information. An
admin user has the option to also define the colour of custom fields.
In the ‘Timeline’ tab a list of contracts, requests,
certificates and catalogue orders related to a particular supplier is
displayed, along with their current status (e.g. current, responded, expired,
etc.) The records are sorted from the newest to oldest. By clicking on the
‘Open’ button a user can access the records that will open in a separate
‘Contact’ tab lists all the contacts that were collected from the supplier over
time using the contact type of question in the RFP. Every time new details are
collected; these get automatically updated or added to the supplier’s profile.
address is collected, a view link is added that will open a new window and can display the address in
tab, the user can access the list of all
responses submitted by this supplier in the past, along with the date, score,
price and status of the response. Clicking on the View button will open the
request and allow the user to review the response.
the certification collected using the ‘Certificate’ question in the RFP are
listed. The issue and expiry dates for each certificate, along with the title and the verification date are shown. By
clicking on the cog button on the right, the user can view or verify
are reminded on a regular basis when their certificates are expiring, and they
are asked to update their certificates on SourceDogg. When they do this, the
certificates are automatically shared in their supplier profile, ensuring the buyer
has the most up to date certificates from all their supplier.
Internal users of a buying organisation can verify the certificate
by clicking on the verify certification button.
‘Documents’ tab contains all the files that the supplier submitted as part of
an eRFX in the past. The view includes the date the file was submitted, the
name of the eRFx, document type and the size of the document. By clicking on
the document name, the user can download it from SourceDogg.
‘Contracts’ tab lists all the contracts with the given supplier. It also
displays the values entered for the custom fields as defined by the admin user.
Up to 5 custom fields can be set up to be visible in this view.
on the title of the contract user can access and edit the details of the
contract. When using the cog button on the right hand of each contract, the
user can select to edit, delete or download. They do as follows:
Edit – opens the contract in a new browser window
and the user can make changes to the contract
Delete – this will delete the contract record from
Download – this will download all the documents
associated with the contract. All files will be downloaded in a single Zip
shows the items (products and services) that the supplier priced in the past.
Buyer can use this information to create catalogues of items and create order
or new eRFx.
selecting the “Create New”, the user can create a new order pad and add the
products from the catalogue to it.
order pad is created by clicking on the “Add” button the products are then
added to order.
the view button will open the order pad and allow the user to review all the items and quantities in the order.
pad then can be used to generate order or to use the items in the order pad and
create a new eRFx event.
In the notes tab, the buyer can save the internal
notes related to a supplier. The existing notes are listed in chronological
order. When adding the new notes, the user is able to attach files and save or
post the note to the list.