Connecting to Supply Chain Members & Sharing Data

This guide covers the following topics:
01/ Adding suppliers
 A) Adding a supplier
 B) Adding by bulk
02/ Assigning a supplier code
03/ Matching to a supplier
 A) Matching to an existing supplier
 B) Matching to a new supplier
 C) Unmatched to a supplier
04/ Sending a connection request
05/ Accepting a connection request
06/ Connecting supply chain members
07/ Updating data access
 

01/ Adding suppliers

Note: Only downstream organizations that supply your company should be added to Supply Chain.
Up-stream customer connections will be visible from the Connections tab. 

1. Click Network on the left navigation.
2. Click Supply Chain.
   
3. Click to add supplier/s.
   
   

A) Adding a supplier

1. Click Add a Supplier.
   
2. Fill out the required field.
   Note: Required field is marked with an asterisk (*).
   
3. Click  .
   Note: The Supplier status is Not Active (  ) in your supply chain until matched.
   Proceed to section 02/Matching a supplier to learn how to match.
   

B) Adding by bulk

1. Click Upload multiple suppliers.
   
2. Click to download the bulk upload template.
3. Fill out the required fields.
   Note: Required fields are marked with an asterisk (*).
4. Upload the template.
5. Click Upload.
   

02/ Assigning a Supplier code

1. Hover to the SUPPLIER CODE column of the Supplier.
2. Click Assign Code.
   
3. Type a code in the field. 
4. Click Assign.
   Note: As the Supply chain owner, you can write any unique code that is not similar across the Supply chain.
   

03/ Matching to a supplier

Click to match a supplier.

A) Matching to an existing supplier

1. This step allows you to match a supplier that is already registered in CleanChain. If the supplier you are trying to add does not exist in CleanChain, you will need to create a new record of this supplier which will be discussed in the next section B) Matching to a new supplier.

   1. Click  under the ACTIONS column to match a supplier.
   2. Click the organization that matches the supplier.
   3. Click Confirm Match.
      
   4. Click Save.
      
      Note: The status changes to Ready to be invited (  ) to connect and share data with you. You can stop on this step, or proceed to the next step and request data sharing access from this supplier. Note that each accepted data sharing access will be counted as a "connection" for you. Your number of connections may be limited based on the subscription you have.

B) Matching to a new supplier

1. Click  under the ACTIONS column to match a supplier.
2. Click the organization that matches the supplier.
3. Click Create New.
   
4. Click Save.
   
   Note: The status changes to Ready to be invited (  ).
5. Click to edit the email invitation template.
    
6. Click Send.
   Note: The system will issue an invitation to this supplier asking them to register in CleanChain.
   
   Note: The supplier invitation status changes to Invite Sent/Pending.
   You may inform the supplier that an invitation is now pending acceptance.
   Note: When the invitation is accepted, the status changes to Invite accepted/connected ().

C) Unmatched to a supplier

To unmatched a supplier, follow the steps below.

1.  Click under the action column of the supplier.
   
2. Click at the right side of the page.

04/ Sending a connection request

1. Click  to invite/connect with the suppliers.
   
2. Edit the template to customize the content to the supplier.
   
3. Click Send at the bottom of the page.

05/ Accepting a connection request

1. Click Network.
2. Click Invitations.
   
3. Click Received Invitations.
   
4. Review requests.
5. Click the box beside each option to select/unselect viewing options.
   
6. Click Accept.
   

06/ Connecting supply chain members

1. Click Network.
2. Click Supply Chain.
   
3. Click to select the organization's access.
   
4. Click the green box to select the access rights for the supplier.
   

07/ Updating data access

If you decide to change the level of data access with your brands, you can do so by the following steps.

1. Click Network.
2. Click Connections.
   
3. Hover to ACTIONS.
4. Click  to manage the access rights of an organization.
   
5. Check the green box as needed to select and request access to that organization.
6. Click Send Request.

     

A pending request will appear in orange color.
 

Note: If the access rights are not granted, the icon will be grayed out on the Connections page.