Sourcing: Creating a sourcing list

Sourcing Lists in SupplierGateway allow users to source, save and organize supplier profiles discovered through the SG Network. This feature helps streamline supplier discovery, shortlisting, and outreach by giving you a centralized location to review and manage potential vendors.

What is a Sourcing List?

A Sourcing List is a custom, user-created list where you can save supplier profiles as you search the SG Network. These lists can be used to:

• Review suppliers later

• Share suppliers internally

• Send direct messages or invite them to register on your portal

• Track potential vendors during sourcing activities

Note: This is not an email distribution list or marketing list. Messaging must be initiated manually within the platform.

1. Begin by locating the "Create/View My List" option on your main login page.

2. Click "Create New".

Enter the following details:

• List Name - Something descriptive and easy to recognize.

• Description - Add a brief note about the purpose of the list.

Click Submit to save your new list. Your Saved List will appear on the console and you are ready to start sourcing new vendors to save. 

3. Use the Search bar or Advanced Search to begin discovering suppliers in the SG Network. As you browse, supplier profile snapshots will appear in the results. On each profile snapshot, click the "Add to List" icon (usually a plus or bookmark symbol). Choose the sourcing list you want to add them to.

Repeat this process as you continue to discover suppliers.

4. Once your sourcing list is created, navigate back to 'Create/View My Lists'. From there, you can open the list to view the supplier profiles it contains by selecting the green icons. You’ll have access to action icons that allow you to quickly view demographic details, share the list with other users in your organization for collaboration, or delete the list if needed.

5. While viewing the supplier profiles in your list, you have the option to download all entries into an Excel report for internal review. You can also send a message to the curated list by selecting 'Send Email to List.' The message will be delivered to each company's primary contact, who will receive a notification prompting them to review it within their SupplierGateway platform.

The Supplier will have a message indicator in their Secure Mailbox to view and respond to.

💡 Tips & Best Practices

• Use clear naming conventions for lists (e.g., “Q4 2025 Construction Vendors”).

• Regularly review and update your sourcing lists.

• Only add suppliers who are a strong fit for your needs to keep lists relevant.

• If a supplier does not respond, we recommend following up outside the SupplierGateway platform using your internal email, as they may have missed or overlooked the alert from [e-mail]