This article explains how to use the Supplier Discovery functionality to search for suppliers in Go To Market and add them to your procurement plan for approval. Use this process when you need to select specific suppliers to engage as part of your procurement process.
Prerequisites
Your organisation must have both the Procurement Planning and Go To Market modules.
You must be in the Procurement Process step of your procurement plan.
You must have already selected a Process that awards a contract (e.g., RFT, RFI).
The Market Approach must be set to Private or Public, and Suppliers to Invite must be set to Yes.
Note: Supplier search is enabled by default. If it is unavailable, contact your administrator or Support.
Steps
Follow these steps to discover and select suppliers for your plan.
- Select the Search Suppliers button.
Result: The Supplier Discovery interface appears.
Choose a discovery method: Search or Browse.
To Search by Keyword:
Use the drop-down menu to toggle between searching by Business name or Individual.
Enter your keywords to search for a business or key person.
Review the matching suppliers that appear.
Note: Use the List Type Key and icon to identify the list type (e.g., External, External Lists). You must select suppliers from the same list type to proceed.
To Browse Lists:
Select the Browse button.
Select the desired Supplier list and click Use These Lists.
Specify the Category and Sub-Categories and select Use These Categories.
Review the presented list of suppliers.
Select the suppliers you wish to include in your plan.
Tip: To review a supplier's details (ABN, Email, Contact Information, etc.), click on the supplier's name.
Once selections are complete, select the Use These Suppliers button.
Result: You are returned to the procurement plan workflow.
Select the Confirm button to confirm your selections and apply them to your plan.
Optional: Select the Change Selections button if you need to modify your chosen suppliers.
Results / Validation
Upon selecting Confirm, your selected suppliers are added to your procurement plan. The plan will then guide you to seek and receive the necessary approval to engage these suppliers. Upon approval, a request will automatically be created that includes the selected suppliers.
Limits & notes
Selecting suppliers in this step is not mandatory; you can continue with the planning process without them.
You must select all suppliers from the same list type (e.g., External or External Lists) to proceed.