Manual request

This function lets you send customized document requests to one or multiple of your suppliers. You can create a manual request by selecting the ‘Request’ button, which you can find on both of the ‘Requests’ pages.

Creating a manual request is a 6-step process:

Step 1: Setup
Here you can let the system know if this is a ‘Spot buy’ request and if you are requesting documents from a new organisation or one that is already in your account.

Step 2: Request details
Here you can let the system know who you would like to request documents from. You can either select the organisation (if they are already in the system) or input an email address. You need to fill in a Request title and a Due date.

Step 3: Sub-supplier intake
If you select to include this in your request, your supplier will receive a request to share all their sub-suppliers with you. This lets you keep your supplier list up to date.

Step 4: Documents to request
Here you let the system know what documents you would like to request. This works the same as setting up requirement rules.

Step 5: Attach read-only agreements & guidelines (optional)
Here you can add support documents and templates that will be added to the request. You can for example add an empty Supplier agreement for your supplier to fill in and send back.

Step 6: Message to the supplier
Here you can leave a message to the recipient. This message will be shown at the top of the request.