🆕 Adding a New Supplier to the Supplier Directory

2 years ago

alex

3 minutes

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.