The supplier discovery functionality is an integration between Procurement Planning and Go To Market modules that allows users to:

• Discover suppliers that you can access in Go To Market using a keyword search for a business or key person​.
• Select the suppliers you want to include in your plan​ within the procurement plan workflow.
• Seek and receive the approval you need to engage the suppliers​ within the procurement plan workflow.
• Upon approval, automatically create a request that includes my selected suppliers.

Accessing Supplier Discovery

The Search Suppliers button will only appear once you have selected your Process (that awards a contract, RFT, RFI etc.) at the Procurement Process step of your procurement plan and:

• Selected your Market Approach as Private and Suppliers to Invite as Yes
• Selected your Market Approach as Public and Suppliers to Invite as Yes

Discovery methods

You can apply one of two discovery methods when searching for a supplier:

1. Entering keywords in search of a Business Name or person/individual
2. Selecting the Browse button to manual review External or External Lists

Search functionality

Some important things to know about this functionality:

1. Use the drop-down to toggle between searching via Business name or Individual.
2. Suppliers that match your keyword search will appear regardless of the list they belong to. Use the List Type Key and related icon in the Supplier List column to identify which type of list they are on.
3. In line with Go To Market rules, the alert message at the top of the display stipulates the need to select suppliers from the same list type in order to proceed.

Once your selection is made, simply select the Use These Suppliers button to proceed.

Browse functionality

Depending on your list accesses, you will be asked to select the Supplier list you wish to use and browse. By selecting Use These Lists below the list you wish to us, this will load you into the List Type and filtering window.

Before browsing suppliers, you will be asked to:

1. Specify the Category and Sub-Categories you wish to review, select Use These Categories to proceed
2. Select the List you wish to use, select Use These Lists to proceed.

You will then be presented with a list of Suppliers to review and select. 

Once your selection is made, simply select the Use These Suppliers button to proceed.

Reviewing supplier details

Supplier details are available for you to review regardless of your discovery method.

By clicking on the supplier name, the following details are then displayed:

• ABN
• Email
• Website
• Location
• Contact Information
• Business Description
• Categories

Confirming your selections

Once you have selected your suppliers, the final step of the discovery process is to Confirm your selections and apply them to your plan by selecting the Confirm button.

If you need to change your selections, simply select the Change Selections button.