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Administrator Guide
Last Updated: 2024-11-15
Complete a Supplier Form

Complete a Supplier Form

  • A buyer sends you an invitation to complete a form.
  • You've signed up for Strategic Sourcing.
You can complete required forms containing questionnaires that buyers send you.
  1. Access the form you want to complete.
  2. (Optional) To invite colleagues to edit the form, enter their name and email address in the
    Invite Team Members
    section and click
    Add
    . Your colleague receives an email invitation to access the form.
  3. To answer questions, click into the sections of the form under
    Fill Out Your Form
    .
    Forms can have multiple sections of questions for you to complete. Strategic Sourcing automatically saves your question responses. Questions marked with an asterisk are required. At the top of each section, Strategic Sourcing lists the number of:
    • Questions in a section.
    • Required questions in a section.
    If you don't complete required questions, you can’t submit the form.
    Forms can also have conditional sections and questions. When your answers meet a condition, a new section or new questions display for you to respond to.
    You can take your form offline in the
    Export or Import Your Form
    section once you’ve accessed the form in Strategic Sourcing. When only the
    Export
    option is available, click
    Revise Form
    to import the form after you’ve updated the exported Excel file.
  4. (Optional) To contact the buyer, you can click
    Message Center
    or email the primary contact.
  5. Click
    Submit
    to send your completed form to the buyer. The form
    Status
    updates on your homepage.
  6. (Optional) To revise the submission, click
    Revise Form
    . After revising the form, click
    Resubmit Form
    to send your updates to the buyer.