The sourcing tab is an invaluable tool for procurement professionals, enabling them to effectively track supplier details, costs, associated bids, blanket purchase orders, order guides, and active bids.
Item Header
The item header appears when you access the inventory tab. To make any modifications, return to the profile tab, click the (+) icon to expand the item header, modify the necessary fields, and then select “Save.”
Column Customization
Column Customization
Within any sourcing scoreboard, users can customize the columns they wish to display based on their preferences. To do so, click the three dots in the detail window, select 'Columns,' choose the desired metrics to display, and then click 'Apply.'
Supplier Scoreboard
Add New Supplier Item
The Add New Supplier Item function enables the user to link a new supplier item number to the item. Please complete the required fields for the supplier and supplier item number, which are highlighted in red.
Search Here
The supplier scoreboard includes smart contextual searching capabilities in the Search Here field that include:
- Supplier
- Item Number
- Brand
- Pack Size
- Diversity
Details
The supplier information bar includes:
- Supplier
- Supplier Item #
- Active Bid
- Last Purchase
- Brand
- Pack Size
- Diversity
- Actions: Edit & Delete
Action: Edit
The Supplier Item Editor allows users to directly edit supplier details from the supplier scoreboard. Users can access the editor by clicking on the item or selecting the edit action.
The Supplier Item Editor feature focuses on delivering information at the supplier level, in contrast to sourcing standards, where fields are referenced at the manufacturer level. This allows for more detailed, supplier-specific data to be captured and managed.
- Supplier Item # - This field allows a maximum of 50 characters.
- Manufacturer Item # - This field allows a maximum of 20 characters.
- Brand - This field allows a maximum of 20 characters.
- Description - This field allows a maximum of 200 characters.
- Pack Size - This field allows a maximum of 20 characters.
- Price Unit - This field allows a maximum of 10 characters.
- Delivery Unit - This field allows a maximum of 10 characters.
Action: Delete
The Delete action allows the user to quickly remove the supplier item.
Bids Scoreboard
Filter Options
Use the dropdown to filter the bids window by Current, Future, Historical or All.
Search Here
The bids scoreboard includes smart contextual searching capabilities in the Search Here field that include:
- Supplier
Details
The bids information bar includes:
- Supplier
- Effective
- Expiration
- Price
- Min Quantity
- Max Quantity
Blanket Purchase Orders Scoreboard
Search Here
The blanket purchase orders scoreboard includes smart contextual searching capabilities in the Search Here field that include:
- Supplier Code
- Name
- Contract Code
Details
The blanket purchase orders information bar includes:
- Contract
- Supplier Code
- Supplier Name
- End Date
- Line Number
- Shelf
- Order Qty
- Unit (related to the Order Qty)
- Price
- Unit (related to the Price)
Order Guides Scoreboard
Search Here
The order guides scoreboard includes smart contextual searching capabilities in the Search Here field that include:
- Order Guide
- Transaction Type
- Shelf
- Unit
Details
The order guides information bar includes:
- Order Guide
- Transaction Type
- Line Number
- Shelf
- Default
- Min
- Max
- Unit
Sourcing Standard
Sourcing Standard
The Sourcing Standard widget provides manufacturer-level product information to help identify the best suppliers capable of meeting the organization's long-term item needs.
When there are no changes, the save button appears disabled and darkened. Once content is modified, the button becomes enabled and turns red, signaling pending changes that need to be saved.
The following fields are displayed in the Sourcing Standards:
Manufacturer: Select the manufacturer from the dropdown menu linked to the item. If the brand option is not available, please inform your project manager.
Manufacturer Item #: Enter the manufacturer item number. The Manufacturer Item # field allows a maximum of 14 characters.
Brand: Enter the brand for the item in the field. The Brand field allows a maximum of 20 characters.
GTIN (Global Trade Identification Number): Enter the manufacturer GTIN provided by the GPO. The GTIN field allows a maximum of 14 characters.
UNSPSC: The United Nations Standard Products and Services Code (UNSPSC) is an eight-digit, four-level hierarchical code used to classify products and services globally. This field allows a maximum of 50 characters.
Purchasing Standard
Purchasing Standard
The Purchasing Standard widget is used for managing purchases, allowing users to select rebate program participation, define sourcing flexibility, and ensure alignment with project scope.
When there are no changes, the save button appears disabled and darkened. Once content is modified, the button becomes enabled and turns red, signaling pending changes that need to be saved.
The following fields are displayed in the Purchasing Standards:
GPO (Group Purchasing Organization): Toggle Yes/No to specify whether the item is included in the GPO rebate program. The default setting is No. Users can choose to participate in either the GPO rebate program or the Direct Manufacturer Agreement, but cannot be part of both rebate programs simultaneously.
Direct Manufacturer Agreement: Toggle Yes/No to specify whether the item is included in the Direct Manufacturer Agreement rebate program. The default setting is No. Users can choose to participate in the Direct Manufacturer Agreement, but cannot be part of both rebate programs.
Addressable: Toggle Yes/No to decide whether the purchasing team can manage the item's sourcing. The default setting is Yes, meaning the purchasing team can source the item from alternative suppliers, as long as the item is not locked into a contract.
Example: $3 million is spent annually on sourcing chicken. $1 million is locked into a contract when purchasing chicken breast, $2 million is addressable and can be sourced from alternative suppliers when purchasing whole chicken or other chicken products.
In-Scope: Toggle Yes/No to determine whether the purchasing team can manage the item's sourcing within the specific boundaries of a project. The default setting is Yes, meaning the purchasing team can manage the sourcing of the item if it falls within the project's scope.
Example: Sourcing items for a new menu item: Vegetables and Dry Goods are within the scope of sourcing, while Protein is out of scope, as it is linked to a contract.
