The Supplier Data dashboard in the Supplier Profile is the database of all the information held about the supplier. It is also where you go to add and update information held about the supplier.
It is the only part of the Supplier Profile that is visible to the supplier.
It is also the only element of the Supplier Profile that is subjected to the approval workflow.
In this article you will learn:
Layout of the Supplier Data tab
Which questions appear in Supplier Data
Using 'filters' to navigate the profile
Adding/editing information on the Supplier Data tab
Draft vs Submitted vs Published
Layout of the Supplier Data tab
All the information contained in Supplier Data is organised into tabs, down the left hand side of the screen, which in turn are organised into sections. This helps to structure the information into thematic categories so it is easier to find.
At the end of each tab, and beneath each question, you will notice a series of indicators. These indicators help to explain when information is missing, invalid, or requires approval, as well as a number of other factors.
Click here for a full description of what each of the indicators means on the Supplier Data tab.
Which questions appear in Supplier Data
The Supplier Data tab contains every question/data point that Canopy deems to be relevant to the supplier.
Relevancy is governed by two things:
- The Standard the supplier is being due diligenced against. If a question or data point is not part of the Standard selected for the supplier, it will not show on their profile. Click here for more information about Standards.
- Rules that govern whether or not the question or data point is relevant to the supplier. For example, if the supplier's bank country is the United Kingdom, Canopy will ask for their sort code. However, if the bank country is the United States, Canopy will ask for a routing number. Only the questions/data points that are relevant will display in Supplier Data.
Using 'filters' to navigate the profile
At the top of the Supplier Data tab, there are a number of filters which help to reduce the number of questions visible on the page, making navigation easier.
Filters are particularly useful for Suppliers when filling in their information, as it is possible to filter to 'Unanswered' questions, which makes completing the profile much easier.
Filters are also useful for Approvers, as it is possible to filter the questions to just those requiring your approval.
To access the filters pane, simply hover your mouse over the progress bar at the top of Supplier Data.
Adding/editing information on the Supplier Data tab
Click here to learn how to edit the information on the Supplier Profile.
Draft vs Submitted vs Published
Click here to understand the difference between the Draft, Submitted and Published views.