Configuration and Setup
Configure all your Supplier Access from your Supplier Data Manager (SDM) interface
General Configuration
- Instructions: Provide a warm welcome message and include clear instructions for document completion and retrieval timelines. This information will be distributed to all Supplier Access points or specific Supplier Access.
- Document Upload: Upload documents such as templates, legal notices, etc. Supported formats include PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, TXT, CSV, and RTF.
- Hide global instructions: From a specific Supplier Access, you can choose not to display the global instruction. If enabled, the global instruction will be visible first, and then the specific instructions will be added below.
Specific Instructions
To add specific instructions for a supplier, use the "Select" option and choose "Edit settings for" to open the relevant Supplier Access. From here, you can write tailored instructions and upload any dedicated files for that supplier.
These specific instructions will be appended to the existing generic instructions, and the uploaded files will be added alongside the files already shared through the generic option, ensuring that all relevant information is available to the supplier.
