When clicking on the Supplier Settings button, as an admin you can access your options to link Supplyframe (system) suppliers to your own created/uploaded (custom) suppliers. When working with RFQs in Quoting, this linking functionality allows you to leverage Supplyframe's suppliers' line cards and contacts maintained in the system. Once a supplier is linked to the system, updates to the line card will be automatically carried over to your portal.
The Supplier Settings page has three columns utilized in the linking process:
- Name: This is a list of all your suppliers (uploaded via the supplier file upload functionality or manually added).
- Supplyframe Name: This dropdown list shows all of the Supplyframe suppliers that your uploaded suppliers can be linked to here.
- Supplyframe Contacts: From the dropdown you will see a list of all the Supplyframe contacts that you can disable at this time when needed.
You will need to go through each row of your uploaded/added suppliers in order to link them to a Supplyframe supplier.
Click the Supplyframe Name "Choose Supplier" dropdown and then search for the system supplier that you wish to link.
You can then click on the Supplyframe Contacts dropdown to review the contacts that will be associated once linking is complete. When ready, click on the blue checkmark to finish linking.
Once a supplier is linked, you have the ability to review the Supplyframe Line Cards by clicking on the View link.
The Compare column allows you to see a comparison in terms of supplier information for the details between a system supplier and your uploaded supplier. Click on the Compare link to see the details. A linked supplier will always display the Details information from your uploaded supplier.
When needing to unlink suppliers, go to the linked supplier row and click on the Supplyframe Name dropdown. Change the selection from the supplier’s name back to the "Choose Supplier" option and then click on the blue checkmark on the far right to save.
This will unlink both suppliers in the system. The "Link Status" now of your uploaded supplier will show as "Uploaded" instead of the Supplyframe Name (system supplier).
Data that was added previously to a "linked" supplier (eg. supplier details information, aliases, contact and line cards) will now be visible only under your uploaded supplier's details.