What are Document Requirements in Supplier Management Pro?

Document Requirements are configured sets of documents that you require from your suppliers. They can be assigned at the location and item level.

Why Customize Document Requirements?

With Supplier Management Pro, we start you off with a default set of document requirements based on industry standards as established by our TraceGains Customer Advisory Board. You can customize selections based on your specific business requirements.

How to Set up Document Requirements

Default Document Requirements 

Unless customizations are made, all connection requests to suppliers will generate document requests according to the defaults set here:  

Step 1: Select ‘Document Settings’ from the Supplier Management drop down  

Step 2: Navigate to the Supplier Doc Requirements tab at the top of the page 

Step 3: Review and customize selections for location and item-level document requirements  

Document Requirements per Supplier

Document Requirement configuration options for individual suppliers are found in that supplier’s record:

Step 1: Select ‘Suppliers’ from the Supplier Management drop down.

Step 2: Search for the supplier in the search bar, then click the supplier’s name from the grid.

Step 3: Select the ‘Requirements’ tab.

Step 4: Use the checkboxes to select the document requirements that apply to the supplier.

Step 5: Click ‘Save Changes.’

Document Requirements per Item

Document Requirement configuration options for individual items are found in that item’s record:

Step 1: Select ‘Items’ from the Supplier Management drop down.

Step 2: Search for the item name or ID in the search bar, then click the Item ID from the grid.

Step 3: Select the ‘Requirements’ tab.

Step 4: Use the checkboxes to select the document requirements that apply to the item.

Step 5: Click ‘Save Changes.’

Bulk Configure Default Requirements

Document requirements can be configured in bulk to apply to certain subsets or groups of suppliers and items.

Step 1: Select ‘Document Settings’ from the Supplier Management drop down.

Step 2: Select the ‘Supplier Doc Requirements’ tab

Step 3: Select ‘Bulk Configure’ to open the bulk requirements tool

Step 4: Complete the information fusing the tool’s three steps:

• Location or Item: Choose between supplier or item requirements
• Select Requirements:  Use the checkboxes to select the document requirements that will apply to the selected suppliers or items
• Select Suppliers: Select which suppliers (and locations) to apply the requirements to

Step 5: Click ‘Save Requirements’