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.
- Access the form you want to complete.
- (Optional) To invite colleagues to edit the form, enter their name and email address in theInvite Team Memberssection and clickAdd. Your colleague receives an email invitation to access the form.
- To answer questions, click into the sections of the form underFill 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 theExport or Import Your Formsection once you’ve accessed the form in Strategic Sourcing. When only theExportoption is available, clickRevise Formto import the form after you’ve updated the exported Excel file. - (Optional) To contact the buyer, you can clickMessage Centeror email the primary contact.
- ClickSubmitto send your completed form to the buyer. The formStatusupdates on your homepage.
- (Optional) To revise the submission, clickRevise Form. After revising the form, clickResubmit Formto send your updates to the buyer.