W SRM Supplier Relationship Management

w

SRM

Supplier Relationship

Management

August 2018

Contents

Quick Links .............................................................................................................................................. 3

Introduction ............................................................................................................................................ 4

SRM Settings ........................................................................................................................................... 4

Where to find SRM................................................................................................................................ 12

SRM Page .............................................................................................................................................. 14

Supplier Relationship Management User Guide

Contents

Quick Start............................................................................................................................................... 3

Introduction ............................................................................................................................................ 4

SRM Settings ........................................................................................................................................... 4

SRM Permissions ................................................................................................................................. 4

Permission levels outline ................................................................................................................ 5

User Groups .................................................................................................................................... 6

KPI Custom Fields ................................................................................................................................ 7

Add New Custom Field .................................................................................................................... 8

Where to find SRM................................................................................................................................ 12

SRM Page .............................................................................................................................................. 14

Reviews ............................................................................................................................................. 15

Add Review ................................................................................................................................... 16

Updating a Review ........................................................................................................................ 18

Key Actions ........................................................................................................................................ 19

Add Key Action .............................................................................................................................. 20

Action Status ................................................................................................................................. 21

Key Action Filters .......................................................................................................................... 24

SRM Team ......................................................................................................................................... 27



Notes ................................................................................................................................................. 28

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Supplier Relationship Management User Guide

Quick Start

To add new Supplier to SRM:

1. Click on the Supplier Management tile

2. Search for the supplier you want to add

3. Click on the ¡®Add to SRM¡¯ button

4. Click on the ¡®SRM¡¯ option under the Supplier¡¯s name

5. Assign a Buying team member

To open Supplier¡¯s SRM:

1. Click on the Supplier Management tile

2. Search for Supplier

3. Click on the ¡®SRM¡¯ option under the Supplier¡¯s name in the search results.

Create New Review:

1. Navigate to the Supplier¡¯s SRM Overview

2. Click on the ¡®Reviews¡¯ tab

3. Click on the green ¡®Add Review¡¯ button

Create New Key Action:

1. Navigate to the Supplier¡¯s SRM Overview

2. Click on the ¡®Key Actions¡¯ tab

3. Click on the green ¡®Add Key Action¡¯ button.



Add New SRM Team Member:

1. Navigate to the Supplier¡¯s SRM Overview

2. Click on the ¡®SRM Team¡¯ tab

3. Click in the box marked ¡®Click to add another Team member or Group¡¯ and choose from the

list

Add New Notes:

1. Navigate to the Supplier¡¯s SRM Overview

2. Click on the ¡®Notes¡¯ tab

3. Type your Note in the ¡®Post a Note¡¯, attach any files, and click ¡®Post¡¯

Create New KPI:

1. Click on your name in the top right corner

2. Choose the Settings option

3. Click on the ¡®KPI Custom Fields¡¯ tab

4. Click on Add Custom Field

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Supplier Relationship Management User Guide

Introduction

The Supplier Relationship Management (SRM) module in SourceDogg will allow you to strategically

plan for, and manage, all interactions with the suppliers that provide you goods and/or services in

order to maximize the value of those interactions. It will enable you to create closer, more

collaborative relationships with your key suppliers.

The module will also provide you with key performance metrics for your most important suppliers.

? Key actions for buyer and supplier can be created and tracked.

? Performance review meetings or calls can be scheduled and logged. Reminders can be sent

and supplier interaction summary documents can be downloaded.

SRM Settings

SRM Permissions



Account administrators can control the permission levels for existing and new users through each

user¡¯s settings in the ¡®Users¡¯ tab of your Settings area. As a default each user is set to ¡®No SRM¡¯.

These can be found when you click on your name in the top right corner (1) followed by ¡®Settings¡¯ (2)

and then the ¡®Users¡¯ tab (3).

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Supplier Relationship Management User Guide

Permission levels outline

SRM Admins

? Create and edit ¡®Reviews¡¯ and ¡®Key Actions¡¯

? Can add or remove suppliers to and from SRM

? Create and edit the KPI Custom Fields used

? Can mark Actions as Complete/Incomplete

? Can post notes

?

SRM Editors

? Can create and edit ¡®Reviews¡¯ and ¡®Key Actions¡¯

? Can post notes

? Can only view a supplier¡¯s SRM if part of their SRM team

?

SRM readers

? Can only view the various aspects of SRM when part of a supplier¡¯s SRM team but may

not edit any of them and may not create any new content there

?

No SRM

? The module is not visible at all to any users with ¡®No SRM¡¯ selected



?

August 2018

Copyright by SourceDogg

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