Create a Supplier list

The supplier list is a list of all suppliers that can be added to bid panels. Suppliers must be added to the supplier list before they can be added to the bid panel. 

Supplier information includes:

  • Current organization
  • Organization name
  • Customer identifier

Figure 1. Supplier list template

Create a Supplier list 

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

To create a Supplier list template:

  1. On the Automation landing page, select the Bid Panel tab
  2. Click Manage supplier list
  3. Select Download to get the Supplier list template
  4. Open the template in Excel and complete each of the fields for the Suppliers 
  5. Save your completed Supplier list
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Figure 2. Create a Supplier list

Ensure that the organization name listed in the bid panel matches the organization name in the supplier list.