Customizing Supplier Statuses

As a Community Owner, you might want to define your own supplier statues. This gives you the flexibility to name the statuses as you want and to better match them to your business processes. 

 Steps to Create Custom Supplier Statuses

1. To access this section, click on the cog wheel in the upper right corner.
2. Select the Admin section.
3. Click on the Communities tab.
4. Select the Supplier Status tab.
5. On the Supplier Status page, you will see three categories of statuses: Onboarding, Onboarding Complete, and Inactive.
6. To add a custom status, click on the "Add Status" link for the category you want to work with.
7. In the text box that appears, type the name of the new Status you wish to create. Note, you can also rename a current Status by clicking on its name.
8. Under the Default Transition column, select the Status you want to enable as the default Status when your supplier transitions into that category
9. To delete a Status, click on the trash can to the right of the one you want to delete. There are two things to note about deleting a Status:
   • You cannot delete a status that has one or more suppliers in that stage
   • You cannot delete your Default Transition stats.
10. You can also Edit the default Email Notification for each status.
11. These messages will go to the supplier once their status changes. Here you can customize the Email Subject and Email Message.

 Details on Creating Custom Supplier Statuses

1. Click on the cog wheel in the upper right corner.
2. Select the Admin section.
   
3. Click on the Communities tab.
4. Select the Supplier Status tab.
   
5. On the Supplier Status page, you will see three categories of statuses: Onboarding, Onboarding Complete, and Inactive.
   
6. To add a custom status, click on the "Add Status" link for the category you want to work with.
   
7. In the text box that appears, type the name of the new Status you wish to create. Note, you can also rename a current Status by clicking on its name.
8. Under the Default Transition column, select the Status you want to enable as the default Status when your supplier transitions into that category.
   
9. To delete a Status, click on the trash can to the right of the one you want to delete. There are two things to note about deleting a Status:

• You cannot delete a status that has one or more suppliers in that stage.
• You cannot delete your Default Transition Status. 

You can also Edit the default Email Notification for each status.

These messages will go to the supplier once their status changes. Here you can customize the Email Subject and Email Message.