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.
  
  

Enhanced Supplier Experience

The process of lodging a report has been greatly improved.

• 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.