You'll learn how to close a Supplier List by making it inactive, which prevents new requests, and then hide it, which removes it from the Supplier Lists page and stops compliance notifications for suppliers. Use this process when a Supplier List is no longer needed or has expired.
Prerequisites
Role: You must be a Super Admin or a Panel Administrator.
Supplier List Status: For the hiding step, the list must first be Inactive and all requests sent using the list must be closed.
Making a List Inactive
Making a list inactive is the first step in closing or archiving a Supplier List. This makes it inaccessible to Buyers, preventing its use for any future requests, while keeping existing open requests unaffected.
Select Enterprise Supplier Lists under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).
Click on the three vertical dots to the right of the relevant supplier, and then click on the Edit this list option.
Select the change option next to the current status on the top right-hand side of the page.
Select the In-Active option and click Update and Save.
Hide Supplier List
Hiding a list is the final step; it prevents the list from appearing on your main Enterprise Supplier Lists page, hides it from Suppliers in their accounts, and blocks Suppliers from responding to any requests they were invited to via this list. It also ensures Suppliers no longer receive notifications for required compliance or qualification updates for this list.
Note: You can only hide a list that has been saved as Inactive.
From the Manage Supplier Lists page, click on the action arrow and select the Edit this list option.
Go to the List Complete tab.
Select the No - Hide from lists option.
Click Finish to apply the changes.
Results / Validation
Inactive List: The list's status will show as Inactive. Buyers will no longer be able to use the list for new requests, but existing open requests will still be processed.
Hidden List: The list will no longer appear on the main Enterprise Supplier Lists page, and Suppliers will not see it in their accounts or be prompted for compliance updates.
Limits & Notes
Making a list inactive only affects future use by Buyers. Open requests sent using the list will not be affected.
It is crucial to wait until all requests sent via the Supplier List have closed before hiding the list. Once hidden, Suppliers are blocked from responding to any requests they were invited to via that list.
If an inactive list is not hidden, compliance and qualification requirements will remain, and Suppliers will be notified to submit updates.