9.1. New Supplier Request

In the New Supplier form, users can create and customize the supplier request to align with their specific needs and preferences.

*For guidance on common form features and functions, please refer to the dedicated section in the manual.

1. Supplier Name: This is a text field that allows users to input the name of the supplier. It is a mandatory field.
2. Identifier: This is a text field that allows users to input a unique identifier for the supplier. This value ensures that each assessment can be distinctly referenced and tracked within the system.
3. Representative: This is a text field that allows users to input the name of the representative associated with the supplier.
4. Representative Email: This is a text field that allows users to input the email address of the supplier’s representative. It is a mandatory field.
5. Phone: This is a text field that allows users to input the phone number of the supplier’s representative.
6. Site Location: This is a single-select dropdown field that retrieves the list of predefined location sites. It allows users to specify the location of the supplier’s primary site or headquarter.
   
   *

   Site options are created in the Site form. To properly set up a site, however, users will first need to set up the corresponding region in the Region form and the corresponding country in the Country form.

   • For example, to establish Montreal as the site for the action, users will first need to define North America as a region and Canada as a country in the associated forms.

   
   These forms are all found in the Location section of General Settings.
   
7. Importance to Supply Chain: This is a single-select dropdown field that retrieves the list of predefined importance levels. It allows users to indicate the overall importance of the supplier to the supply chain.
   • Importance levels are created in the Importance to Supply Chain section of the Product & Supplier Settings.
8. Current Maturity Level: This is a radio button that allows users to select only one option from a set of mutually exclusive options. Users can choose from a scale of 1 to 5 to indicate the current maturity level of the supplier.
9. Overall Quality Rating: This is a radio button that allows users to select only one option from a set of mutually exclusive options. Users can choose from a scale of 1 to 5 to rate the overall quality of the supplier.
10. Address(es): This is a text field that allows users to provide the address or addresses associated with the supplier.
11. Additional Information: This is a rich text field that allows users to provide additional information about the supplier.
12. Accordions: The form includes several collapsible sections, known as accordions, which each serve a specific purpose.
    • Required Documents
    • Related Product(s) / Equipment
13. Submit Form: This button allows users to submit the completed form.
    • Upon submission, this form will trigger the Supplier Assessment workflow. The assigned user will be tasked with reviewing the supplier request.