Creating or modifying a Category Tree

Use this page to create and maintain the parent and child categories. You can link the certificates, agreements, surveys and sites to a specific category. You can also modify the certificates, agreements, surveys and sites using the view icon.

Select Supplier Onboarding > Category Management.The Category Management page is displayed.
Click Add Category.
Specify or review this information:

Parent Category

The parent category for the product.

Category Name

The name of the category.

Block for Selection

Select this check box to restrict suppliers or vendors from selecting the specific category.

Active

Select this check box to display the category on the Supplier onboarding wizard.

Description

The description of the category.

Category Manager

The name of the category manager.
Note: This field is displayed only if the Use Category Managers check box is selected in the Onboarding Setup page.

Vendor Assurance Manager

The name of the vendor assurance manager.
Note: This field is displayed only if the Use Vendor Assurance check box is selected in the Onboarding Setup page.
Click Save. The Add option is enabled for Certificates, Agreements, Surveys and Sites tabs.
Click Add on the Certificates tab to add the Certificate that must be linked to the category. You can review the Certificate ID and the description.

Note: If the Mandatory check box is selected, the certificates must be uploaded by the supplier.
Click Add on the Agreements tab to add the Agreement that must be linked to the category. You can review the Agreement ID and the description.

Note: If the Mandatory check box is selected, the agreements must be signed and uploaded by the suppliers.
Click Add on the Sites tab to add the site that must be linked to the category.
Click Add on the Surveys tab to add the survey that must be linked to the category.