- Navigate to Supply Chain in the left sidebar, then click Suppliers.
- Click Add Supplier.
- Enter the supplier name in the Name field.
- Select a supplier role from the dropdown.
- Click Submit to create the supplier.
- Add an internal supplier code for consistency across your records.
- Add one or more contact email addresses — multiple addresses are supported. Email is required for Trace functionality.
- Optionally add a description for the public supplier profile.
- Click Save to store the profile details.
- Click Manage Attributes to assign custom attribute values, then save.
- To add media, upload a logo and any additional images. Arrange them via drag-and-drop, then save.
- To add certificates, click the Certificates tab, then Add certificate — upload the file, enter the details, and save.
- To create an assessment, select either a supplier or purchase order assessment type, choose a contact, select a template, and click Submit.
- To add facilities, search for the location, designate it as headquarters or manufacturing site, and confirm. The facility will appear on the supplier map.
- To manage subcontractors, click the Subcontractors tab, select suppliers from the list, and click Submit.
- To link upstream partners, click Add partner, select from the dropdown, and save.
Contact email addresses are required if you plan to use Tappr's Trace feature to send assessments to suppliers.
