If a Supplier is registered on a Supplier List that requires them to report their sales activities, they may be required to submit reports through VendorPanel's Supplier Self Reporting (SSR) functionality.
The instructions below will show you how Suppliers can submit a Supplier Self Report.
- They will need to select Complete required Self Reporting under Critical Tasks on their homepage or select Self Reporting Dashboard under their Admin Tools (accessible on the homepage or in the top menubar).
- In their Supplier Self Reporting dashboard, they will see Supplier Lists requiring reports.
- They can click on the red Add button to complete overdue reports.
- They can click on the orange Due now button to complete reports that are due now.
- They can click on the blue Report button to complete reports for the current month.
- To submit a report, they will need to click on a month highlighted in blue (report not submitted) or yellow (report not finalised).
- Under the Add/edit entries section, they can enter their report details into the available fields as required. They can click the Save button to save their entry and then they can continue adding further entries.
- For reporting periods where they don't have any sales activities, they can lodge a NIL activity report. You can find information on this here: How do I lodge a NIL activity report?
- For reporting periods where they don't have any sales activities, they can lodge a NIL activity report. You can find information on this here: How do I lodge a NIL activity report?
- As they go through and save entries, these will be saved against the reporting period. They can edit or delete the entries prior to finalising their reporting for the period. When they've saved all of their entries, they can click the Finalise this reporting period button to finalise and submit their report.
Please note that they will not be able to add, edit or delete any entries for this period once they finalise. Their submission will need to be unlocked by the List Owner to allow them to make changes to a finalised reporting period, you can find information on this here: How do I amend a previously finalised/submitted report?