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In this lesson, we’ll walk you through how to work with suppliers in the BOM section of your project.
Specifically, we will look at how to add suppliers to a BOM item and the information contained within the supplier tab.
In this video, we will take a closer look at associating suppliers with BOM items and explore the information in the suppliers tab.
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
In this video we will take a closer look at creating an RFQ to gather information from a supplier and how to complete the process.
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
In this video we will take a look at the RFQ process from the supplier's point of view. From the supplier's perspective, we will receive, access and resolve an RFQ to complete the process.
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
Transcript
00:09
In this video, we'll talk about the supplier process for accessing Upchain.
00:13
We'll also discuss how to access an RFQ and how to complete an RFQ as a supplier.
00:19
So let's take a look.
00:26
As a supplier, there will be key interactions that you will have with your customer's Upchain tenant.
00:31
The first will be when you activate your account.
00:34
This will allow you access to the supplier's portal where you can view requests from your customer about items that you will supply them with.
00:43
The second type of interaction is with the RFQs.
00:47
These are requests for quotes that your customers will create,
00:50
where you can provide them with additional information related to the items they are inquiring about.
00:57
Once they've created a request for quote, you as a supplier will receive an email notification telling you there is something for you to work on.
01:06
In there, you'll find information related to the request along with the ability to complete and add documents.
01:14
You'll also update information about the item in question.
01:18
Once you've completed that work, you will then move the workflow along to your customer, letting them know that the information is available.
01:30
To better understand this process, let's take a closer look at an example.
01:37
We have received an RFQ from one of our customers about an item we supply them for their fishing rod products.
01:45
If we navigate to our email, we can see there is an email from our customer CTC training about the fishing rod item in question.
01:59
When we open the email, there are some details around the item, including the item name, the item number, and the revision.
02:12
There are also some notes provided by the customer along with an image of the item in question.
02:24
Also included in the email are some attachments.
02:28
If we scroll down, we can see that one of them is a screenshot of the item,
02:33
and the second is an additional document our customer would like us to fill out and return.
02:38
At this point, I do have the option to download both of these documents directly from the email,
02:43
or I can download them from within the supplier portal.
02:49
To see further details about the RFQ and find out the information that we need to provide, we can click on "open" to access our account.
03:01
Once we are logged in, we are taken directly to the RFQ.
03:06
Here we can see the item in question in the 3D viewer.
03:10
This allows us to view the item from all angles to ensure this is an item we supply to our customers,
03:15
and see if there have been any modifications made.
03:19
Up top, we have a download button.
03:23
This is where we can download the PNG STL step, native CAD, and drawing files for the item in question.
03:35
We can see here a list of the files.
03:37
Should our customer have sent us an RFQ for an assembly, we would see multiple files listed for each of the items.
03:48
In this case, we're just dealing with one specific item.
03:53
On the right hand side, we can see the details panel for the item in question.
03:58
This panel has three sections: supplier, documents, and business processes.
04:04
The supplier section contains details about the item and is where we will update the item with our information.
04:12
This can include the part number, cost, currency, substitute part, and the status of the item on our end.
04:20
For example, is this an item we currently carry?
04:23
Or has it been retired?
04:26
So let's go ahead and click "edit" so we can enter in the information for this item for our customer.
04:36
We can also add in a note indicating that we are including a document that outlines the cost per item in a bulk purchase scenario.
04:49
Right now, we're going to enter in the supplier part number, the cost, the currency, and then add in our note.
04:58
Once we are done, we can save the changes.
05:03
One of the benefits of Upchain is that when I save my changes here, my customer can see those changes in real time in Upchain.
05:16
Along with the details of the item, we can also add in any documents that we wish to send to our customer.
05:22
This could be information, an information sheet with details about the item or memo about a cost increase.
05:30
For our example, we are going to add in a document outlining the cost per item for the item,
05:36
and show the discount available to our customer based on a bulk purchase situation.
05:49
We need to select the document and then add it in.
05:52
We can see when it's added that it is listed as Version 1.
05:58
The last section is the Business Processes section.
06:01
This is where we can access additional information about the RFQ item.
06:06
The RFQ items will be under the Investigation Request section.
06:11
When we expand the IR section, we can see a link to the RFQ details.
06:16
We can also see the status of the RFQ, which is "Work in Progress".
06:22
When we click on the link, we can see a pop up where we can see the details entered by the customer.
06:30
The first section in the pop up displays the details of the RFQ entered by the customer.
06:35
This is similar information to what we saw in the email.
06:40
We can see here they're requesting that we fill out the attached document and provide information related to the item.
06:47
The second section is where we can see the documents the customer has sent us to review and update.
06:53
We can see here that our customer has attached a document to gather more information about us as a supplier.
06:59
To access the document, we need to click on the ellipsis in the right-hand corner of the file listing.
07:05
From there, we can either download the file to view it or check it out and make changes and create a new version.
07:12
Since we need to make updates to this document, we will select the "Checkout" option.
07:17
From there, we will download the file, open it, and then enter in the needed information.
07:23
Once we've updated the document, we can save it and then check it back in.
07:32
We need to ensure we select the updated version of the document.
07:37
Once it's checked back in, we can see that the version number has increased by one.
07:43
The last section of the pop up is where any additional notes the customer may have provided about the item are listed.
07:51
In this case, our customer has not provided any additional details.
07:56
Once we have updated the RFQ, we can click on the details in the pop up.
08:02
From there, we have the option to either complete the quote or reject the quote.
08:07
This will complete our steps as a supplier in the workflow for the RFQ.
08:12
Since everything looks good, we're going to click on "Quote Complete".
08:17
This will move the RFQ to the next step in the workflow.
08:21
The customer will receive an email notification letting them know the RFQ has been updated, and this completes our step as a supplier.
Video transcript
00:09
In this video, we'll talk about the supplier process for accessing Upchain.
00:13
We'll also discuss how to access an RFQ and how to complete an RFQ as a supplier.
00:19
So let's take a look.
00:26
As a supplier, there will be key interactions that you will have with your customer's Upchain tenant.
00:31
The first will be when you activate your account.
00:34
This will allow you access to the supplier's portal where you can view requests from your customer about items that you will supply them with.
00:43
The second type of interaction is with the RFQs.
00:47
These are requests for quotes that your customers will create,
00:50
where you can provide them with additional information related to the items they are inquiring about.
00:57
Once they've created a request for quote, you as a supplier will receive an email notification telling you there is something for you to work on.
01:06
In there, you'll find information related to the request along with the ability to complete and add documents.
01:14
You'll also update information about the item in question.
01:18
Once you've completed that work, you will then move the workflow along to your customer, letting them know that the information is available.
01:30
To better understand this process, let's take a closer look at an example.
01:37
We have received an RFQ from one of our customers about an item we supply them for their fishing rod products.
01:45
If we navigate to our email, we can see there is an email from our customer CTC training about the fishing rod item in question.
01:59
When we open the email, there are some details around the item, including the item name, the item number, and the revision.
02:12
There are also some notes provided by the customer along with an image of the item in question.
02:24
Also included in the email are some attachments.
02:28
If we scroll down, we can see that one of them is a screenshot of the item,
02:33
and the second is an additional document our customer would like us to fill out and return.
02:38
At this point, I do have the option to download both of these documents directly from the email,
02:43
or I can download them from within the supplier portal.
02:49
To see further details about the RFQ and find out the information that we need to provide, we can click on "open" to access our account.
03:01
Once we are logged in, we are taken directly to the RFQ.
03:06
Here we can see the item in question in the 3D viewer.
03:10
This allows us to view the item from all angles to ensure this is an item we supply to our customers,
03:15
and see if there have been any modifications made.
03:19
Up top, we have a download button.
03:23
This is where we can download the PNG STL step, native CAD, and drawing files for the item in question.
03:35
We can see here a list of the files.
03:37
Should our customer have sent us an RFQ for an assembly, we would see multiple files listed for each of the items.
03:48
In this case, we're just dealing with one specific item.
03:53
On the right hand side, we can see the details panel for the item in question.
03:58
This panel has three sections: supplier, documents, and business processes.
04:04
The supplier section contains details about the item and is where we will update the item with our information.
04:12
This can include the part number, cost, currency, substitute part, and the status of the item on our end.
04:20
For example, is this an item we currently carry?
04:23
Or has it been retired?
04:26
So let's go ahead and click "edit" so we can enter in the information for this item for our customer.
04:36
We can also add in a note indicating that we are including a document that outlines the cost per item in a bulk purchase scenario.
04:49
Right now, we're going to enter in the supplier part number, the cost, the currency, and then add in our note.
04:58
Once we are done, we can save the changes.
05:03
One of the benefits of Upchain is that when I save my changes here, my customer can see those changes in real time in Upchain.
05:16
Along with the details of the item, we can also add in any documents that we wish to send to our customer.
05:22
This could be information, an information sheet with details about the item or memo about a cost increase.
05:30
For our example, we are going to add in a document outlining the cost per item for the item,
05:36
and show the discount available to our customer based on a bulk purchase situation.
05:49
We need to select the document and then add it in.
05:52
We can see when it's added that it is listed as Version 1.
05:58
The last section is the Business Processes section.
06:01
This is where we can access additional information about the RFQ item.
06:06
The RFQ items will be under the Investigation Request section.
06:11
When we expand the IR section, we can see a link to the RFQ details.
06:16
We can also see the status of the RFQ, which is "Work in Progress".
06:22
When we click on the link, we can see a pop up where we can see the details entered by the customer.
06:30
The first section in the pop up displays the details of the RFQ entered by the customer.
06:35
This is similar information to what we saw in the email.
06:40
We can see here they're requesting that we fill out the attached document and provide information related to the item.
06:47
The second section is where we can see the documents the customer has sent us to review and update.
06:53
We can see here that our customer has attached a document to gather more information about us as a supplier.
06:59
To access the document, we need to click on the ellipsis in the right-hand corner of the file listing.
07:05
From there, we can either download the file to view it or check it out and make changes and create a new version.
07:12
Since we need to make updates to this document, we will select the "Checkout" option.
07:17
From there, we will download the file, open it, and then enter in the needed information.
07:23
Once we've updated the document, we can save it and then check it back in.
07:32
We need to ensure we select the updated version of the document.
07:37
Once it's checked back in, we can see that the version number has increased by one.
07:43
The last section of the pop up is where any additional notes the customer may have provided about the item are listed.
07:51
In this case, our customer has not provided any additional details.
07:56
Once we have updated the RFQ, we can click on the details in the pop up.
08:02
From there, we have the option to either complete the quote or reject the quote.
08:07
This will complete our steps as a supplier in the workflow for the RFQ.
08:12
Since everything looks good, we're going to click on "Quote Complete".
08:17
This will move the RFQ to the next step in the workflow.
08:21
The customer will receive an email notification letting them know the RFQ has been updated, and this completes our step as a supplier.
How to buy
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