Create a Supplier Profile

Create a Supplier Profile

The supplier profile is a list of all suppliers that can be added to Supplier groups. Suppliers must be added to the supplier profile before they can be added to the Supplier group. 

Supplier information includes:

  • Archived (Yes/No)
  • External ID
  • Supplier name

Figure 1. Supplier profile template

Create a Supplier Profile

To add suppliers to the Supplier Profile, you must first download the Supplier Profile template, populate it with the suppliers you want available to be added to Supplier groups, and then re-upload the file.

To create a Supplier Profile template:

  1. On the Automation landing page, select the Manage supplier icon.
  2. In the Supplier Profile tab, select Download.
  3. Select Download to get the Supplier profile template
  4. Open the template in Excel and complete each of the fields for the Suppliers 
  5. Select Confirm to save your completed Supplier Profile

Figure 2. Create a Supplier profile

Ensure that the organization name listed in the Supplier profile matches the organization name in the supplier profile.