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Product Supply

Overview #

This feature allows you to create and manage lists of products (or materials) needed for your plant or for your customers’ operations, together with their corresponding suppliers (or vendors). Each entry also captures the sourcing location for compliance and logistics purposes, along with a status field (e.g. approved, on hold) and an internal notes section.

The information entered (supplier, product, and location) is automatically cross-referenced with the ScopeMatch profile of the listed supplier (or vendor). This process generates two numeric values, displayed in the validation columns: product validation and location validation. When you hover over these values, you can see whether the product and location are confirmed within the supplier’s profile.

If a supplier updates its locations, product catalog, corporate structure, or even its name, those changes are reflected in the validation and status columns – ensuring you’re always working with the most current information.

By centralizing this data, the feature enables you to efficiently organize and manage suppliers (or vendors), as well as customer-related information. It also simplifies internal sharing through a folder-like system. For easier organization and later analysis, we recommend creating multiple lists – for example, grouped by product type, project, or customer and managing access accordingly.

The Product-Suppliers Lists feature integrates seamlessly with the VNA Dashboard, so consider this connection when setting up your lists. Learn more about the VNA Dashboard here.

Creating a List #

  1. Navigate to the Product Supply tab.
    • Click on Product Supply, then click on Add List.
  2. Complete the fields in the model.
    • Enter a descriptive name, type of suppliers to be listed, date to review and a short description.
  3. Click Submit.

Once saved, click on the name of the list to start entering data.

Lists have multiple way of viewing and editing data, Products (edit), Vendors (edit), and Flat View. Additionally, you can click no the vendor’s name and product’s category to see the products and vendors associated with them, respectively.

Adding Products #

In the Products view.

  1. Click Add Product – top right corner. A modal with open with the fields to complete.
  2. First, select the product category.
  3. Next, pick the values for each specification.

Alternatively, you can do a bulk upload in the same way as described here.

Clicking the product category will open a new window where you can see the product card. There, you can add the vendors associated with the product in the same way as in the Vendors view.

Adding Vendors #

To add vendors, click on the Vendors view.

  1. Click Add Vendor – top right corner. A modal with open with the fields to complete.
  2. Start typing the vendor name and pick from the list. If the vendor is not listed, it means that they don’t have a profile. You can add their company to ScopeMatch. This profile can be claimed by the vendor later on.
  3. If the vendor has a profile in ScopeMatch, its locations will be listed automatically in the “Location” field. If the location is missing you might enter a new one, and the vendor will be notified to confirm if they have operations in that location.
  4. (Optional) Add the product associated with the vendors – from the list of products added in the Products view.

Clicking the vendor name will open a new window where you can see the vendor card. Here, you can add the products associated with the vendor in the same way as in the Product view.

Edit and Delete Vendors and Products #

To remove a record, on the Products or Vendors view, click on the three dots at the very right of the row, and click on delete or edit.

Validating Information #

The Product Supply feature is specially useful for its validation capabilities. By cross-referencing your data with vendor profiles, it ensures accuracy and relevance. Validation answers key questions:

  • Does the listed vendor have a registered manufacturing location?
  • Does the vendor supply the product they are listed under?

Steps for Validation: #

  • Vendors with active profiles are automatically validated against their company details and catalog when they are entered in the row.
  • For vendors without active profiles, you can send an invitation to join the platform. Completing a profile takes less than 10 minutes.

Views #

The Vendor List feature offers three flexible views to manage and edit your data:

  • Grouped by Products
    • Displays products as table headers with vendors listed under each.
    • Ideal for editing vendor details for specific products.
  • Grouped by Vendors
    • Displays vendors as table headers with products listed under each.
    • Useful for editing product details for specific vendors.
  • Flat View
    • Displays a comprehensive table with product, vendor, location, notes, status, and validation score on each row.
    • Matches the format required for CSV imports. Contact us to help you importing files.

For further details or to request upload assistance, please contact us via helprequest@scopematch.com.

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