In this article, you will learn:
Who can bulk update Spend Data on a Supplier profile
Who can bulk update Spend on a Supplier profile?
Admin Users have the permission to update Data Points in bulk. Please contact your Administrator if you require Spend Data to be bulk updated.
To bulk update Spend Data of supplier profiles, please follow these steps:
- Select the 'Bulk Action' button on the top right side of the page.
- Select the 'Update Data Points' button on the top left side of the page.
- Select 'Total Spend Per Year' in the Data Point Picker:
- Export the template generated:
- In the CSV Exported, enter the Spend Data per year into the 'Total Spend Per Year' column, aligned with each year in the 'Spend Data Name' column (Please remember to Save the changes entered).
- Upload the spreadsheet to the system via the 'Upload' icon at the bottom of the page:
- Check the number of changes populated is correct and press the 'Update Suppliers' button:
The relevant supplier profiles will then be updated in all versions of the data (Draft, Submitted and Published).