Inviting and Managing Suppliers

This page is an in-depth documentation on how to invite and manage the suppliers in your library. It will give you an understanding of the Suppliers   tab on the My Library   page.


Inviting a supplier

Navigate to the My Library   page in the left navigation menu and click on the Suppliers   tab. Click the Invite supplier   button at the top of the page.

This will open a sidepanel where you can search for suppliers.

The form contains the following fields:

Field name Field description
Company name The name of the supplier.
Contact email The email address of your contact for the supplier.
Organization number The organization number of the supplier.
Message A message to send to the supplier along with the invitation and information about EandoX.

Click Send invite   to send the invitation to the supplier.


— Suppliers in the system

As you type in the Company name field, EandoX searches for matching suppliers. If a match is found and selected, the Invite supplier   button will change to Add supplier  , letting you subscribe directly instead of sending an invitation.

Check the spelling

Misspelling happens more often than you think. Make sure to check your spelling before sending an invitation to the supplier.


Suppliers in the database can have one of two statuses:

  • Suppliers with Registered   status already have EandoX accounts.
  • Suppliers marked as Not registered   are known through imported public EPDs but haven't joined EandoX yet. Adding their email address when subscribing will automatically send them an invitation as well.

Managing invites

After sending an invite, you can manage it through the supplier's sidepanel. To access this, find the supplier in your suppliers list and click on their name to open the sidepanel.

— Cancelling an invite

If you need to cancel an invitation that hasn't been accepted yet, you can do so from the supplier's sidepanel. Look for the Cancel invite   button in the top right corner of the panel.

— Nudging non-responsive suppliers

If a supplier hasn't responded to your invitation for a while, you can send them a reminder. In the supplier's sidepanel, look for the Nudge supplier   button. This will send a gentle reminder email to the supplier about your pending invitation.

Nudge with care

It's recommended to wait at least a week before sending a reminder. The supplier's status (in the supplier list) will show as Not responded   after two weeks of sending the initial invite.


What happens next?

The supplier will receive an email with your invitation, and information about EandoX. They can accept or decline the invitation. When they accept the invitation, they will automatically be added to your library with a Signed up   status.

You can track the status of your invitation in the Suppliers   tab.


Subscribing to a supplier

Adding a supplier product from the Global Library automatically subscribes you the products supplier.

To subscribe to a supplier without adding any of their products, use the Invite supplier process. If the supplier is already a part of EandoX, this will simply subscribe you to them instead of sending an invite.


See your suppliers

Navigate to the My Library   page in the left navigation menu and click on the Suppliers   tab. This will show a list of all the suppliers you are subscribed to, as well as any pending supplier invites.

The list features the following columns:

Field name Description
Name The name of the supplier.
Org. number The organization number of the supplier.
Pending product requests Number of pending product requests with this supplier.
Products in library Number of supplier products from this supplier in your library.
Status The status of the supplier. Read more about it below.
Created at The date when you first subscribed to this supplier. If the supplier has a status of Pending   this will instead be the date when you first sent them an invite.

— Sorting and filtering

The suppliers can be sorted by clicking on the column headers. Clicking on the same column header again will reverse the sorting order.

Some of the columns can be filtered by typing in the input field below the column header. The list will be filtered as you type.


— Refreshing the list

At the top of the page you can find a Refresh   button. This will refresh the list of suppliers, and make sure that you have the latest information about them.

Caching

The list is cached for performance, but automatically updated with regular intervals. A manual refresh is only needed in rare cases, if you can't see recent changes you know should be there.


The supplier sidepanel

To see the details of a supplier, click on the name of the supplier in the list. This will open a sidepanel with all available data for the selected supplier:

This sidepanel shows the data of the supplier, including basic information and related products.

  1. Data: This section shows the basic data for the supplier, such as the name and organization number.
  2. Products: This section lists all the products that are available from this supplier. The list features the following fields:
Field name Description
Name The name of the supplier product.
Article number The article number of the supplier product.
Type Where the product data originates from. Read more about it in the supplier product docs.
Unit The unit that this supplier product is measured in.
Last updated The date that the product data was last updated.
In library Indicates whether you have added this product to your library.

Unsubscribing from a supplier

To unsubscribe from a supplier, open the supplier's sidepanel. At the top right of the sidepanel you will find an Unsubscribe from supplier   button.

Click it to unsubscribe from the supplier. A confirmation dialog will appear, asking you to confirm the action.

Unsubscribing from unused suppliers

You can only unsubscribe from a supplier if none of their products are used in your products. The unsubscribe action will fail if any products are still in use.

To check and remove supplier product dependencies:

  1. Go to the Supplier Products   tab and filter by supplier name
  2. For each product, open its sidepanel and check the Usage section
  3. Remove the supplier components from each listed product
  4. Return to My Library to unsubscribe from the supplier :::

Supplier status

A supplier can have one of five states:

  • Supplier invited  : You have recently invited the supplier to join EandoX.
  • Not responded  : The supplier hasn't responded to your invitation within two weeks of sending it.
  • Signed up  : The supplier has accepted your invitation and signed up to EandoX. You are subscribed to them.
  • No products provided  : The supplier has signed up to EandoX but hasn't added any products within two weeks of joining. You are subscribed to them.
  • Products provided  : You are subscribed to the supplier, and they have provided products that you can use.

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