Supplier Management Menu User Guide

The Supplier Management Menu provides a centralized set of tools for managing supplier data, onboarding activity, compliance tracking, internal governance, and sourcing visibility. This guide outlines each feature within the menu and explains how it is used to support effective supplier lifecycle management.

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Add Company as a Supplier

The Add Company as a Supplier function allows users to add a single supplier to the portal.

Users begin by searching the SupplierGateway network to determine if the company already exists. If a match is found, the existing record can be selected and added directly. If no record exists, users have the option to manually create a supplier profile by entering key company details and assigning a unique supplier number.

This ensures that both existing network suppliers and new, non-network suppliers can be accurately captured within the system.

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Category Manager

The Category Manager is used to assign internal users to specific commodity groups, enabling structured oversight of supplier relationships and sourcing activities.

This feature supports:

• Assigning internal owners to supplier categories
• Routing suppliers to appropriate business stakeholders
• Managing sourcing and onboarding workflows
• Organizing supplier oversight by category or commodity group

Key Definitions:

• Commodities: The specific products or services provided by suppliers (e.g., staffing, electrical services, marketing, office supplies).
• Groups: Broader organizational classifications used to organize commodities or supplier segments.

Together, commodities and groups ensure suppliers are properly categorized and routed within internal workflows.

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Certification Expiration

The Certification Expiration feature allows users to monitor supplier certifications and compliance documentation.

Users can quickly identify whether supplier certifications are:

• Active
• Expired
• Approaching expiration

This tool supports ongoing compliance management by enabling users to:

• Track certification validity based on document expiration dates
• Engage suppliers directly from the console for updates or renewal
• Update certification records on behalf of suppliers when documentation is available

This ensures accurate reporting and reduces compliance risk by maintaining up-to-date supplier credentials.

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Supplier Upload Console

The Supplier Upload Console is a bulk upload tool used to add multiple current suppliers into the system at once.

This feature is typically used during system onboarding or large-scale updates and allows users to efficiently import supplier records rather than entering them individually.

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Supplier Status

The Supplier Status section provides a comprehensive view and management interface for all current suppliers.

Users can search by company name or supplier number to:

• View detailed supplier profiles
• Access the full current supplier population report (based on the most recent data refresh)
• Review registration status
• Update supplier profile information (contacts, demographics, certifications, etc.)
• Invite suppliers to register
• Add individual suppliers
• Assign reporting designations (e.g., Tier 1, Tier 2, project-based reporting)
• View diverse supplier population breakdowns

This area serves as the primary operational hub for managing active supplier records.

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Potential Suppliers

The Potential Suppliers report provides visibility into companies that have accessed the portal and initiated or completed a potential supplier registration.

This feature supports supplier discovery and sourcing efforts by enabling users to:

• Identify new supplier interest
• Track registration activity from prospective suppliers
• Analyze supplier pipeline engagement
• Support strategic sourcing initiatives

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Application Category

The Application Category function is used to organize and track supplier application reviews from onboarding or registration activity within a specific time period.

These categories help users:

• Quickly view category counts by group or commodity to better understand your current supplier population.
• Analyze supplier characteristics such as company size, revenue, and years in business

This feature is typically driven by configured groups and commodities established within the onboarding or registration process and may not be applicable in all system configurations.

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Current Suppliers

The Current Suppliers dashboard provides a high-level overview of your current supplier population.

It includes:

• Total current supplier count
• Supplier demographic breakdowns
• Diversity classification summaries
• Registration status (registered vs. non-registered)
• Visual reporting (e.g., registration distribution charts)
• Small vs. large supplier metrics

This view is designed to support reporting and portfolio-level supplier analysis.

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Internal User Report

The Internal User Report provides visibility into internal platform activity.

This includes:

• Internal user login activity
• Supplier search behavior
• Sourcing activity metrics
• Opportunity posting activity

This reporting helps administrators monitor system usage and engagement across internal teams.

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Campaign Console

The Campaign Console is used to manage bulk outreach communications to suppliers.

This feature supports:

• Creating and managing outreach campaigns
• Sending communications to targeted supplier groups
• Supporting supplier registration, outreach efforts, or engagement initiatives at scale

It is designed to streamline communication efforts and improve supplier engagement efficiency.

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Summary

The Supplier Management Menu provides a complete toolkit for managing supplier data, onboarding workflows, compliance tracking, internal governance, and outreach. By leveraging each component—ranging from supplier intake and categorization to certification tracking and reporting—organizations can maintain accurate supplier records, improve sourcing efficiency, and strengthen overall supplier relationships.