Intro to Canopy
Canopy is a Supplier Relationship Management platform designed for small procurement teams struggling to find, use and share supplier information.
Canopy Collect is on a mission to make battles with email, Excel and shared folders a thing of the past when managing suppliers.
Canopy pulls all your data into one place, reducing admin and enhancing visibility for your business teams.
Complete visibility and access to data mean you and your team have more time to deliver value from your supply chain.
How does Canopy work?
Canopy creates a supplier record for each individual supplier where their data can be stored and viewed, creating a vendor master record.
All Supplier records are accessible from a single supplier list, where you can search and filter their information, allowing you to quickly find information you need.
The fields of data that are collected in the supplier profile are configurable by your Admin users., allowing your business to collect the data that is important to you.
Users can then be invited to Canopy to view or edit supplier data, allowing visibility of supplier information across your team.
Relationship owners may be assigned to each supplier, so it is clear who manages the relationship and the upkeep of the supplier's data.
Relationship owners are notified when key documents are about to expire, helping to keep important supplier information up to date.
What are Viewer and Editor Users?
When you are provided access to Canopy you will be assigned a user role. This specifies the permissions you have on the Canopy site.
Viewer Users
A Viewer user can view, but not edit supplier data. Viewer users cannot edit site settings or user access.
You do have permission to create supplier records and edit supplier contact information, but you do not have permission to edit the supplier's data such as spend, contracts or insurances.
Canopy provides Viewer users with easy access to view and download supplier data.
Editor Users
An Editor user can edit supplier data, but not site settings or user access. Editor users are responsible for keeping supplier data up to date.
How do I get started?
1. View the suppliers list
Go to the suppliers page and have a look at the Canopy suppliers list to view the supplier records for your company.
2. View a suppliers profile
Click into a supplier record to view the profile.
Have a look through the profile to see what types of data are being collected.
3. View your owned suppliers
"Owned suppliers" are suppliers you have been nominated as the relationship owner for. This will have been assigned by your Admin user.
As a Relationship Owner you are responsible for the supplier and should ensure their data is kept up to date.
You can see your owned suppliers in the "Owned Suppliers" table on the homepage, or by using the "Owned by me" filter on the suppliers list.
Editors, you can practice editing/adding data for your owned suppliers.
Viewers, you will need to notify an Admin or Editor if you need your owned supplier's data updating.
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