Add new suppliers to Position Green

Modified on Fri, 4 Apr at 4:45 PM

There are two ways of adding new suppliers to the supplier list.

Manually
Import - Your Position Green onboarding team will assist in setting this up

Adding a new supplier in a manual way from the Supplier Overview is recommended to efficiently add small numbers of suppliers to the supplier list. It is more time-efficient to import larger numbers of suppliers.

Adding suppliers manually

Navigate to the suppliers page and tap "+ Add Supplier."

This will open the "Add supplier" modal. You can use the the search feature to browse for company information from our Data Provider. This provider have 345 million global companies available in their database.

In case of no result from the database, manually add the supplier details.

Next, enter the respondent details. This will be the primary contact person at the supplier. The respondent will be responsible for responding to the survey sent from Position Green.

Create a fictitious respondent to use as a temporary placeholder if needed, e.g. (First name "Temporary" , Last name: "Account", Email: nn@yourdomain.com)

Add supplier

Search	Search a public database of suppliers
Name	Internal name for the supplier. This can be different from the search
Supplier ID	ID to recognise the supplier. Use a tax ID to better recognize them.
Tags	Assign information e.g. important. Contact your PG onboarding team to create the right tags for you.
Country	The country of operation is used for basic human rights risk information.
Sector	Sector-based on the SASB framework.
Respondent	The person at the supplier who will receive any surveys sent to this supplier.

Additional information

Language	Language for the supplier email and welcome page. The supplier has the option of changing the language themselves if this is set up.
Watcher	Define the internal contact who will have this supplier in their favourite list. Watchers will receive an email when a survey answer is submitted.

External Data

If you have used the Supplier search functionality to add a supplier you can view some additional supplier information from our Data Provider where available, such as:

Legal name
Address
PostalCode
City
State/Province
Website
Company registration number
Company registration number type code
Yearly revenue in US dollars
Total Employee

Edit / Add External Profile to fetch external data

If you haven't used the Supplier Search to fetch data from our Data Provider you can do that by either tapping on the "Find Profile"-button or "Edit External Data" under More.

If you can also edit the external profile to point to another one if you accidentally added the wrong one by tapping "Edit External Data" under More.

The wrong Supplier has been connected and on this model you can correct this or remove the connected profile entirely.

Connect to a new Supplier profile by doing a new search.

Adding suppliers through an import file

Consult your PG Onboarding Team to set this up.

Please be ready to provide:

Supplier name
Reference ID
First name: Contact person
Surname: Contact person
Email: Contact person
Spend: spend data connected to the supplier (optional)
Sector: which sector your supplier is operating in (optional)
Tags: the tags the supplier should be tagged with (optional)
Language (English / Swedish) if not specified the default language for your organization will be used (optional)
Subscribers: Email addresses to the users in the platform that should subscribe to each supplier (optional)