TRANXACT.AI Help

Which suppliers an enquiry goes to

A supplier is registered for the spend categories it supplies; publishing a sourcing event sends the enquiry to everyone registered for the event’s category, and you can name others.

A sourcing event is only as good as the suppliers who hear about it. Each supplier says which spend categories it supplies, and each event has a category, so publishing an event can reach the right suppliers without anybody listing them.

Registering a supplier for a category

  1. Open Supply Chain → Suppliers, find the supplier and choose Edit.
  2. In Registered for, pick the spend categories it supplies — Capital equipment, IT hardware, Packaging and so on. Add as many as apply.
  3. Save. From now on, publishing an event in any of those categories invites this supplier.

Publishing an event

  1. On the event’s row in Supply Chain → Strategic Sourcing → Sourcing Events, choose Publish.
  2. Send to every vendor registered for the category is on by default: the enquiry goes to every supplier registered for the event’s category, and each of them is emailed.
  3. To add suppliers who are not registered — or, with the box cleared, to invite only particular suppliers — use Suppliers to invite. Search by supplier number or name and add as many as you need.
  4. Publish. Anyone already invited stays invited.
  • A blocked or suspended supplier cannot be invited.
  • If nobody is registered for the event’s category and nobody is named, the message says so and tells you where to register suppliers: Supply Chain → Suppliers → Edit → Registered for.