Questionnaire - Suppliers

The Suppliers tab lists the suppliers associated with the information request. To get detailed information about the suppliers listed here, click on the name of the respective supplier.

You can add suppliers from the supplier master via the Add supplier… button, the selection of the supplier(s) in the supplier master and via the button Add supplier to an information request.

You can add a new supplier that has not yet been created in the supplier master via the New Supplier... button, filling out the form.

Assign suppliers

Before the current information request is sent, suppliers can be added and added suppliers can be removed.

The Delete icon can be used to remove individual suppliers from the Suppliers tab.

To add suppliers, click on the button Assign suppliers in the Suppliers screen. In the opening mask all suppliers of the organization are listed by default. The Use button assigns the suppliers to the information request.

New supplier

In addition to existing suppliers, new suppliers can also be invited to request information. For this purpose, the desired supplier receives an e-mail with a registration link and can submit an offer for the information request after registration.

With the button New supplier a new window opens automatically. In this window the data of the supplier can be entered, which is not yet deposited in the supplier administration.

The supplier receives an e-mail with a registration link when the information request is published. After successful registration he can submit an offer.

The Send Mail button can be used to send an individual e-mail or an e-mail from a template to selected or all suppliers. There is the possibility to use different variables to individualize the e-mails.

Clicking the Send button sends the e-mail to the selected suppliers.

Send Supplier Self Assessment as request to Supplier

When the information request is sent, all suppliers assigned to the information request receive an e-mail.

Additional suppliers can also be assigned after dispatch by assigning them via the above-mentioned way and then the e-mail can be sent to the newly assigned suppliers via button Action Send.

Sending forms by e-mail with HTML attachments

Request for Information (RFI) forms can also be emailed to vendors with HTML attachments. For this purpose, the function Send RFQs as HTML attachment to suppliers must be activated in the Miscellaneous area of the corresponding suppliers in the Supplier Management, Suppliers, Advanced tab.

If this function is activated, the supplier receives an e-mail with an HTML attachment after publishing a request for information (RFI).

By double-clicking on the HTML attachments, the supplier can edit items and questions and submit the information report via the Submit button.