Supplier Owner

TABLE OF CONTENTS

• What is a supplier owner?
• Why use supplier owner?
• Who can set or change the supplier owner?
• Where to set the supplier owner
  • 1) When importing suppliers
  • 2) When adding suppliers (search + add flow)
  • 3) On the supplier profile
• Seeing the supplier owner in lists
  • Supplier list
  • Survey list
• Filtering and reporting
  • Filter suppliers and surveys by owner
• Activity log
• Troubleshooting

What is a supplier owner?

A Supplier owner is the internal person responsible for managing the work related to a supplier. It helps teams keep clear ownership, distribute work and follow up consistently.

Supplier owner vs supplier contact

• Supplier owner = internal person responsible for the supplier
• Supplier contact = primary person at the supplier responsible for communication

Why use supplier owner?

• Clear accountability: makes it obvious who internally owns the supplier relationship and next actions.
• Faster workflows: filter and segment suppliers (and surveys) by owner to triage work and distribute workload.
• Better continuity: improves handovers when roles change.

Who can set or change the supplier owner?

Anyone with permission to edit suppliers can set or change the Supplier owner. Editing suppliers requires controller access. 

Where to set the supplier owner

Set or change the Supplier owner in these places:

1) When importing suppliers

When importing suppliers via Excel, assign an owner as part of the import.

1. Download the import template (or export the supplier list).
2. Fill in the Supplier owner column.
3. Upload the file and run the import.
4. Review the import summary to confirm owners were assigned correctly.

Notes

• Every supplier must have an owner.
• If no owner is provided in the import, the owner defaults to the person who created/added the supplier (unless changed later).

2) When adding suppliers (search + add flow)

When searching for and adding a supplier, assign the Supplier owner during the add flow.

1. Go to Suppliers.
2. Click “Add suppliers”.
3. Search for and select the supplier(s) to add.
4. Set Supplier owner.
5. Click “Save”.

3) On the supplier profile

The owner of a supplier can be changed at any time.

1. Open the supplier from the supplier list.
2. In the supplier profile, open Edit Supplier and find Supplier owner.
3. Select a new owner from the list.
4. Click “Save”.

Seeing the supplier owner in lists

Supplier list

The Supplier owner column is available in the supplier list.

• Add the column if it isn’t visible.
• Use it to see ownership across the supplier base.

Survey list

Supplier owner is also visible in the survey list. To use it:

• Add the column if it isn’t visible.
• Filter surveys by owner.

Filtering and reporting

Filter suppliers and surveys by owner

Filter both suppliers and surveys by Supplier owner to focus on:

• own suppliers
• another team member’s suppliers

Activity log

Changes to the Supplier owner are tracked in the activity log, which shows when and how ownership changed over time.

Troubleshooting

The Supplier owner field is missing

• Make sure the column or field is enabled in the view, or open the supplier profile to edit it.

The owner cannot be changed

• Permission to edit supplier details may be missing. Contact an admin to update access.

What happens if no owner is set?

• Suppliers always have an owner. If none is set explicitly, the default owner is typically the person who added the supplier.