Creating Category Tree

Use this page to define the parent and child categories. You can link the certificates, agreements, surveys and sites to a specific category.

  1. Select Supplier Onboarding > Category Management.The Category Management page is displayed.
  2. Click Add Category. The Category section is displayed.
  3. Specify 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.
    Vendor Assurance Manager
    The name of the vendor assurance manager.
    Onboarding style
    The option to determine the execution mode for the Onboarding process. Possible values:
    • One-step - Onboarding is a single step process.
    • Two-step - Onboarding is a two-step process; the Qualification phase followed by the Selection phase.
  4. Click Save. The Certificates, Agreements, Surveys and Sites tabs are displayed.
  5. Click the Certificates tab.
  6. Select and add the Certificate that must be linked to the category. You can review the Certificate ID and description details.
    Note: If the Mandatory check box is selected, the certificates must be uploaded by the supplier.
  7. Click the Agreements tab.
  8. Select and add the Agreement that must be linked to the category. You can review the Agreement ID and description details.
    Note: If the Mandatory check box is selected, the agreements must be signed and uploaded by the suppliers
  9. Click the Surveys tab.
  10. Select and the survey that must be linked to the category. You can review the survey ID and description details
  11. Click the Site Types tab.
  12. Select and add the site (s) that must be linked to the category. You can review the site type and description details.

    On this page, you can:

    • Search for a specific category using the Search Category option.
    • Modify the category details. You must select a specific category to modify the details.
    • Delete the category. You can delete a specific category.