Supplier Self Reporting is a feature that provides List Owners with an automated platform to track sales activity and apply rebates for work won through arrangements. It also offers suppliers a simple, time-efficient way to lodge these reports.
Purpose
Audience: List Owners and Suppliers
Intent: To explain the purpose and core features of the Supplier Self Reporting platform.
Scope: An overview of the functionality.
Key Ideas
Supplier Self Reporting is a sophisticated platform designed to simplify reporting and provide enhanced controls and data visibility.
Advanced Admin Controls
Powerful controls offer enhanced flexibility and bring key data to the forefront. These include:
Full flexibility around who reports on the supplier side.
Customisable reporting periods (monthly or quarterly).
Automated email reminders that inform the supplier when reporting is open, due, and overdue.
In-system follow-up email generation and file notes to track correspondence with suppliers.
Supplier cards that summarise key data and completion rates.
Enhanced buyer management.
Tabular Reporting
Sophisticated reporting tools enable you to get an overview of all data across the system. Users can filter the information based on:
Reports.
Suppliers.
Reporting periods.
Status.
Summary Report
See your whole supplier panel on one screen. The Summary tab in a report shows:
- Suppliers down the side.
- Reporting periods across the top.
- Totals at the bottom of every column.
Click any cell to jump to the Reporting Period tab with that period already selected. You don’t need to re-select it.
Supplier Experience
Suppliers lodge reports through a simple, guided process.
- Report information and status are clearly displayed.
- A simplified reporting entry outlines exactly what the supplier needs to do.
- File uploads (Excel/CSV files) enable the reporter to populate reports.
- Files are validated in-system to ensure data accuracy.
- Automated email reminders inform the supplier when reporting is open, due, and overdue.