How do I use Supplier Capability Mapping?

Supplier Capability Mapping is where the system automatically filters for suppliers with capabilities matching the requirements of a job when choosing suppliers for an RFx.

Each supplier is configured with the capabilities and/or services they provide.

Each RFx item in the catalogue is similarly configured with capabilities and/or services required for that type of work.

When the buyer goes through an RFx process using that FRx item, the system will present only those suppliers that match the RFx item's configured requrements.

Step-by-step guide

Setting up Supplier Capabilities

In the Suppliers side-menu section, click the View Suppliers option.
Click on the supplier you wish to configure.
Click the Capabilities tab.
Select the options required.
Click Save.

You can also configure supplier capabilities via the Supplier Import spreadsheet.

Setting up RFx Item Requirements

In the Jobbags/Projects side-menu section, click the New RFx option.
Locate the item you wish to configure and click the spanner icon to edit it.
Click the Supplier Activities tab.
In the left hand column select the requirements for your Multiple Suppliers.
In the right hand column select the requirements for your Single Suppliers.
Click Save.

Single Suppliers & Multiple Suppliers?

Multiple Suppliers	more than one supplier will be asked to quote for this work
Single Suppliers	here may be more than one supplier with matching capabilities but only one of the will be selected to quote on the work, in combination with each of the Multiple Suppliers.

Example:

A job has three capability/service requirements. We also want 3 suppliers to quote for Print (Litho) and Delivery but we will be selecting only 1 supplier to provide the Paper.

The final project would look like this:

Print Supplier A - Print (Litho), Delivery
Paper Supplier A - Paper
Print Supplier B - Print (Litho), Delivery
Paper Supplier A - Paper
Print Supplier C - Print (Litho), Delivery
Paper Supplier A - Paper

Why limit to only 1 additional supplier?

Only 1 Paper Supplier can be selected because the paper needs to be matched with each Print Supplier.

If 2 paper suppliers were selected there would need to be 6 combinations (scenarios), 3 paper suppliers would require 27 combinations, etc. which would be clearly impractical from a quote management point of view.