🆕 Adding a New Supplier to the Supplier Directory
Creating a new supplier in Prokuria is quick and straightforward. The Supplier Directory helps you manage all supplier information in one place, making collaboration easier for your team.
How to Add a New Supplier
📌 Follow these steps:
- Click “Suppliers” in the top menu
- On the Supplier Directory page, click “Add Supplier”

You’ll be directed to the supplier profile, structured into 11 key sections:
- Summary
- Internal info
- Additional info
- Contacts
- Onboarding
- Scorecard
- Development plan
- Certifications
- Contracts
- Attachments
- Comments
1️⃣ Summary
In this section, click “edit” and fill in the general data of the supplier (Legal name, Tax ID, Address, Country, Website, Phone, and Notes).
🚨 The Mandatory field: Name.

2️⃣ Internal info
This section is where you manage supplier segmentation and classification.
Click “Edit” to fill in:
- Status – Draft, Active, or Inactive. Only Active suppliers can be invited to sourcing events
- Category – A supplier can have multiple categories (managed in Account Settings)
- Segment – One segment per supplier (e.g. Tier 1, Tier 2)
- Risk – One risk classification per supplier (e.g. Green, Yellow, Red)
- Tags – Add relevant keywords used across the platform
- External ID – Reference ID from external systems (ERP, P2P)
- Owner – User responsible for maintaining supplier info
- Last updated by / on – Auto-filled by the system (read-only)

📌 When finished, click Save to apply changes.
This Supplier Segmentation functionality helps classify and manage supplier performance and relationship levels efficiently.
3️⃣Additional Info
Use this section to store extra supplier-specific details like:
- Brand color – Example: red
- Certification – Type or level of certification
- Next review date – Planned date for supplier re-evaluation
- Payment terms (days) – Number of days for payment agreement

4️⃣Contact
Add one or more supplier representatives:
- Click “+ Add Contact”
- Complete the form with:
Name, Position, Email, Language, Phone, Status, Notes
🚨 Mandatory fields: Email, Language, and Status

The form:

5️⃣Onboarding
The Onboarding section helps you gather and organize all key supplier data required before approving collaboration.

The form that includes 5 structured areas to guide you through the supplier setup process:

✅ Click Save or 📤 Send to Supplier to request completion.
6️⃣ Scorecards
Evaluate supplier performance based on your defined criteria:
- Enter numeric values in the Score column
- A final weighted score will be calculated
- Export scorecard data to Excel if needed


7️⃣ Development Plan
Document performance improvement goals or development strategies agreed with the supplier. Track milestones, due dates, and progress over time.


8️⃣Certifications
Upload and manage certifications provided by the supplier (e.g. ISO, quality assurance). Add expiration dates and renewals as needed.


9️⃣Contracts
Manage all signed contracts in one place:
- Click “Add” to create a contract record
- Fill in contract details: status, owner, total spend, location, cost code
- Add key dates (start, end, renewal, expiry warnings)
- Link DocuSign Envelopes if needed
📎 Use the Attachments section to upload contract files

This section allows you to create, track, and manage supplier contracts directly in Prokuria.

🔟Attachments
Here you can upload additional documents related to the supplier: legal files, policies, contracts, etc.

🗨️ Comments
You can use this section for internal notes or communication about the supplier.

Need Help?
📩 Contact us at support@prokuria.com – We’re here to assist you!