Access your organisation’s profile via the top left-hand menu or from the Profile module on the Dashboard. Your supplier Profile is where you showcase your company to Buyers, who will click through to it when they have found you in Search. The Profile contains information about your company, details of your content status and compliance, and provides entry points to the current published version of the Questionnaire and other content.
Editing Profile information
You can add and edit certain content about your company directly from the Supplier Profile. Click on the Actions button top right and choose either ‘Edit marketing profile’ or ‘Edit social media links’.
- About us: a concise description of your company and your products and services. Text is limited to 2000 characters.
- Company Logo: You are encouraged to upload a logo; these must be of a PNG or JPEG format, be square and must not exceed the size limit of 10kB.
- Social Media Links: Provide links to your social media: Twitter, LinkedIn, Instagram, Vimeo, Facebook, Pinterest and YouTube. Enter your company’s handle in the respective ‘/your name’ boxes.
Note that address and company detail changes can only be made by updating the relevant Questionnaire sections.
Key Data
This module includes key details pulled from the Questionnaire.
Financial information
Data for latest annual sales revenue, plus the end of the financial year to which it applies.
Quality Management System
This module shows whether you have declared a Quality Management System in the published version of your Questionnaire. The three states are ‘None’, ‘Documented’ and ‘Certified’. The ‘Certified’ badge will only appear if you have said that you have a certified system, and at least one of your certificates is in date. If you have only said that the system is documented, or if it is only certified with only lapsed certificates, the badge will show ‘Documented’.
Environmental Management System
This module shows whether you have declared an Environmental Management System in the published version of your Questionnaire. The three states are ‘None’, ‘Documented’ and ‘Certified’. The ‘Certified’ badge will only appear if you have said that you have a certified system, and at least one of your certificates is in date. If you have only said that the system is documented, or if it is only certified with only lapsed certificates, the badge will show ‘Documented’.
Health and Safety Management System
This module shows whether you have declared a Health and Safety Management System in the published version of your Questionnaire. The three states are ‘None’, ‘Documented’ and ‘Certified’. The ‘Certified’ badge will only appear if you have said that you have a certified system, and at least one of your certificates is in date. If you have only said that the system is documented, or if it is only certified with only lapsed certificates, the badge will show ‘Documented’.
Compliance modules
These show whether your data and membership meet compliance requirements for the Network/Community and subscription level that you are signed up to. Remaining compliant is critical as Buyers will often require this before they can include you in a procurement process. There will be up to four compliance modules visible for each of the Networks/Communities that you are part of. Note that it is possible to be compliant for one network and not for another given the varying sector / industry requirements.
Subscription
This module shows which Network/Community subscription level you have purchased and which level you are required to have. You may be required to upgrade subscription level when you cross defined compliance thresholds such as turnover or number/type of products supplied.
- The ‘Current’ row shows which subscription level you most recently purchased for the named Network/Community.
- The ‘Required’ row shows which subscription level you are required to have purchased to remain compliant.
- ‘Expiry’ shows the date when the subscription will expire.
- A blue tick will show when the correct subscription level is in place AND in date.
- A black exclamation mark on a yellow background will show when this is not the case.
To change your subscription level, a User Administrator in your organisation should click on the cog icon top right and go to ‘Manage Subscriptions’.
Questionnaire
This module shows the type and status of your Questionnaire for the Network/Community named in the header.
- The ‘Current’ row shows which version of the Questionnaire is published and visible to Buyers.
- The ‘Required’ row shows which Questionnaire version you should have, given your required subscription level. Note that you may have upgraded to the correct subscription level, but the corresponding additional questions are yet to be published.
- ‘Expiry’ shows when the Questionnaire needs to be updated (12 months since last publication).
- A blue tick will only show when the correct Questionnaire version is in place and it is in date.
- A black exclamation mark on a yellow background will show when this is not the case.
The ‘View Questionnaire’ button will be active if there is a published version available to Buyers in the Network/Community: click to view your Questionnaire as a Buyer sees it.
Audit
This module shows which Audit type you have purchased and undergone, and which type you are required to have. You may need to undergo a different Audit when your required subscription level changes (see above). Note that in some Networks/Communities Audits are not tied explicitly to compliance policies and are instead voluntary.
- The ‘Current’ row shows which Audit type you most-recently purchased for the named Network/Community.
- The ‘Required’ row shows which Audit type you are required to have to remain compliant (where appropriate).
- ‘Expiry’ shows the date when your Audit is set to expire.
- A blue tick will show when the correct Audit is in place AND in date.
- A black exclamation mark on a yellow background will show when this is not the case.
- Where there is no compliance requirement for audit, the box will show greyed-out.
To download and view details of your latest Audit, plus access any Audits published in previous years, click on the ‘View Audit’ button. If you wish to purchase a different Audit, an admin user for your organization should click on the cog icon top right and select ‘Manage Subscriptions’.
Buyer-Specific Questions
This module shows the status of your responses to questions required by one or more Buyers in the named Network/Community. You will need to have completed these questions to be compliant to work with these Buyers.
- The ‘Status’ row shows whether the questions have been answered and published.
- ‘Expiry’ shows when the responses need to be updated (12 months since last publication).
- A blue tick will only show when the correct Questionnaire version is in place and it is in date.
- A black exclamation mark on a yellow background will show when this is not the case.
Documentation Status
Key certificates and documents you have uploaded via the Questionnaire are available to review and download in the Documentation Status page. Click ‘View All’ within the Documentation & Certification module. Each document shows a status indicating whether the document is in date (green), close to expiry (amber) or expired (red). Documents without an expiry rule do not have an indicator.
The amber ‘soon-to-expire’ period is generally 30 days before expiry date. Summary of Accounts documents do not have expiry dates, and instead go amber 21 months after end of the financial year covered, and red after 24 months. Previous years’ documents are shown with a grey indicator.
The lowest common denominator of these statuses is shown as an overall status, both within the Documentation Status page and on the Supplier Profile.