Supplier Self Reporting (SSR)
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Assigning a Panel Admin rights to be able to configure and administer SSR for a given list
Select Local Groups and Users under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu). Next to the Administrators Group, click th...
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Check Supplier Reporting Activity and Progress
To view suppliers' activity and progress for a list you manage, navigate to the reporting progress view from the dashboard. Dashboard view with icon and navigation to sup...
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Closing off a Reporting Period
You can close off reporting periods for a list by clicking on the Close-off reporting link on the dashboard. Dashboard - Close-off reporting link Closing off periods is d...
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Configuring Unit/Volume reporting for a Supplier List
From the Supplier Self Reporting dashboard, navigate to the list you wish to configure and click on the settings button. Dashboard - List and settings button This will l...
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Enabled Supplier Self-Reporting on a Supplier List
From the Supplier Self-Reporting dashboard, navigate to the list you wish to configure and click on the settings button.Dashboard - List and settings button This will lea...
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Exporting Report Data
Data can be exported list-wide (for all suppliers and periods) in CSV format. You can export: Reporting Compliance, which details the supplier's progress and activity). ...
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Informing Suppliers of any specific Reporting requirements
Any specific messaging or instructions you wish to convey to a supplier regarding a particular list can be communicated through the Instructions for suppliers text field ...
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Invite a New User to Report for a Supplier
By default, the Vendor Admin is the person who is responsible for reporting for a business on a list with SSR enabled. If this is not the most appropriate person to repor...
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Making changes to the SSR Configuration of a Supplier List
Once a list has supplier self-reporting enabled, active and has suppliers reporting data, then any changes must be carefully considered. Step 8 Turn on supplier self repo...
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Setting a Custom Rebate Percentage for a Supplier
From the main VendorPanel dashboard, navigate to the Enterprise Supplier Lists. On the Manage Supplier List page, navigate to a list that has SSR enabled, then click on t...
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Setting a Custom Reporting Start or End Date for a Supplier
From the main VendorPanel dashboard, navigate to the Enterprise Supplier Lists. On the Manage Supplier List page, navigate to a list that has SSR enabled, then click on t...
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Turning off Supplier Self-Reporting for an Individual Supplier
By default, all suppliers on a list that has supplier self reporting enabled will be required to report. To override this, you can exclude specific suppliers via their cu...
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Unlocking a Supplier's previously submitted Report to allow editing
In the event that a supplier has made an error, or has omitted a sale from a previously finalised report, you may wish to ‘unlock’ that report so that they may make an am...