Whether the supplier record is being managed internally, or by the supplier, there will be users internal to the customer who will have permission to add and edit information on the Supplier's Profile.
To fully understand how to edit data on a Supplier Profile, it is important you understand the difference between the Draft, Submitted and Published views. Click here to learn more about these three views.
To learn more about the Internal and Supplier Profile Admin roles, please click here.
This article is written exclusively for internal users, outlining the different ways in which information can be added to the Supplier Profile.
In this article you will learn:
Internal Profile Admins only: Submitting the profile for the first time
Internal Profile Admins & Approvers: Editing a previously submitted or published profile
Internal Profile Admins only: Submitting the profile for the first time
If the supplier record is being managed Internally, and you have been designated as the Internal Profile Admin, then you will be invited to complete the Suppler Profile and submit it on the supplier's behalf.
If this is the first time the profile is being submitted, you will automatically be logged into the Draft view. To add/edit information, follow these instructions as if you are acting as a supplier.
Internal Profile Admins & Approvers: Editing a previously submitted or published profile
If the profile has previously been submitted, you will see both a Draft and Submitted view.
If the profile has been previously published, you will see a Published view, however this view is not editable.
There are two different ways in which you may edit information on a previously submitted or published profile, as follows:
1. Making edits that require re-approval
If you wish to edit the profile and resubmit it for approval, you should make your edits on the Draft view, and resubmit the profile once complete. To do this, make sure you have selected the Draft view on the left hand side of the Supplier Data dashboard, and follow these instructions as if you are acting as a supplier.
2. Making edits that do not require re-approval
If you wish to edit the profile without requiring re-approval, you should make your edits on the Submitted view. To do this, please follows these steps:
- Make sure you have selected the Submitted view on the left hand side of the Supplier Data dashboard
- Find the field you wish to edit
- Click the pencil icon
to edit the field
- Type or select the appropriate response
- Click out of the field to save your answer, which is indicated by a spinning
icon
- Canopy will automatically run validation calculations in the background, and inform you if the answer has been accepted
or is invalid
- The data you have entered will not be reflect on the Published view until the profile is re-published. To do this, navigate to the Review tab and clicking the Publish button. If the supplier still has approvals outstanding, these will need to be completed before you can republish their profile.