Use the Supplier Intelligence (SI) Editor Console to efficiently manage and create Indicators and allocate them to suppliers for your Custom SI Credentials. This article guides Editors through creating Indicators and managing supplier allocations for internal SI data sources.

Concept: Understanding Supplier Intelligence (SI)

Supplier Intelligence (SI) is a structured framework that aggregates and organises verified supplier data into Credentials, which represent specific, validated attributes about a supplier.

Each Credential is formed through a combination of a Source and an Indicator.

Prerequisites

• Role/Permission: You must be an Editor with access to the Supplier Intelligence Editor Console.

• Data: The ABNs (Australian Business Numbers) you use for suppliers must be correct and match those in the Go to Market system.

• Data: Suppliers must have a completed VendorPanel - a Unimarket Company account/profile.

• Setup: Custom Credentials must have been set up for your organisation by the Support team.

• Source: The relevant custom Source name must be available in the Editor Console (added by the support team at the backend).

Steps

Follow these steps to manage your custom SI Credentials:

A. Create a New Indicator

Indicators represent the specific status or classification assigned to a supplier (e.g., Approved, Monitored).

1. Open the website https://si.vendorpanel.com.au, click Login, and log in via VendorPanel.
   

2. Find the relevant Source Name and click Create Indicator.
   

3. Fill in the required fields:

   • Indicator Name*: Enter a displayed name for the Indicator. Check the Preview section to see how it will appear.

   • Indicator Id*: Enter a unique ID. Use only lower case letters, numbers, hyphens, and plus signs (e.g., if the name is High Risk, the ID should be high-risk).

   • Icon*: Select an icon from the Font Awesome library or use a custom icon.

   • Description: Provide information about the Indicator. Check the Preview section.

4. (Optional) Click Add Detailed Description to provide additional details/information.

5. Click Submit.

B. Add an Additional Indicator

1. Click Credentials in the main menu on top.
   

2. Find the relevant Source Name and click the drop-down next to Manage Allocations to select Manage Indicators.
   

3. Follow the required process within the Editor Console to set up the additional Indicator and ensure proper allocation.

C. Manage Supplier Allocations

Allocating suppliers connects an Indicator to a specific supplier's profile based on their ABN.

1. Open the website https://si.vendorpanel.com.au, click Login, and log in via VendorPanel.
   

2. Navigate to Credentials to Manage Allocations.
   

3. Find the relevant Source Name and click Manage Allocations.
   

4. Allocate suppliers using one of the following methods:
   

   • Individual Allocation: Fill in the required fields (*): Supplier Business Number and Indicator, then save the supplier allocation.

   • Bulk Upload Allocations:

     • Download the template. This template includes already assigned supplier details for reference.

     • Open the template and fill in the required fields for new or existing suppliers: Business Number, Reference, and Credential Type.

       Save the updated file and upload it back to the Editor Console to apply the changes.

Results / Validation

• Custom Indicators you create should appear correctly in the Editor Console.

• Allocated Indicators should be applied to the specified suppliers if their ABN and VendorPanel - a Unimarket Company's profile requirements are met.

• Indicators, along with the source and credential type, will appear as Supplier Intelligence (SI) Badges on the supplier's profile when searching for, browsing, and selecting suppliers.

What's Next / Related

• Using Supplier Intelligence (SI) Badges: Find information on using SI Credentials when searching for, browsing, and selecting suppliers.

Troubleshooting

• Indicator not applying to a supplier: Check that the ABN in the system is correct and matches the ABN in Go to Market.

• Indicator not applying to a supplier: Confirm the supplier has a VendorPanel - a Unimarket Company account and has completed their profile.

Limits & Notes

• SI Credentials are created using the Australian Business Number (ABN) as the primary key.

• Custom Sources are managed internally via the Supplier Intelligence Editor Console, while External Sources (e.g., Avetta, Equifax) are managed by the third-party provider.

• Be mindful of data quality/data cleaning, ensuring your data source is current and accurate.