Adding Supplier Notes

This video covers how a user can add notes to an individual supplier's card on the ADA Platform

Introduction

  • Purpose of the video: Demonstrating how to add a note to an individual supplier's card.
  • Reference to the home screen highlighting the notes added to supplier cards.

Accessing Supplier Card Notes

  • Mention of a button on the home screen for adding and viewing notes.
  • Explanation that notes are added through this button.

Navigation to the Notes Button

  • Specific location of the button to the right of the ratings and metrics tab.
  • Importance of this button in the note-adding process.

Notes Pop-up

  • Clicking the button triggers a pop-up labeled "Notes."
  • Example of an existing note added three days ago to the supplier.

Adding a New Note

  • Demonstrating the process of adding a new note.
  • Typing in the note content, e.g., "Supplier card back to us, free for a call on Friday, February 4th."

Note Visibility

  • Highlighting that the added note is now visible to everyone in the platform.
  • Clarifying that the note can be viewed on the supplier card and in the home section's notes box.

Conclusion

  • Emphasizing the accessibility of the note on the supplier card and the home screen.
  • Concluding the tutorial on adding and viewing notes for individual supplier cards.

0:00 - In this video we're going to cover how to add a note to an individual supplier's card. as you may have seen in the home video is a box on the home screen that highlights what notes have been added to a supplier card this is where you add those notes so in this example we're looking at the supplier out

0:26 - of China add a note on the supplier card you navigate to this button which is to the right of the ratings and metrics tab.

0:34 - When you click on this you'll have a pop up that says notes. You'll see I added a note three days ago the supplier.

0:43 - If I have an update and I want to add another note or whatever else I'd want to tag to this individual supplier you can write this here So in this example I'll say supplier, card back to us, they, "Are free for a call on Friday February 4th" Add note and now everybody in the platform can view You this

1:15 -note when they go to the supplier card They'll also be able to see the note in the home section in the bottom right hand box in the notes box box.

Up next

1:24
Supplier Data Change Request
In this instructional video, users are shown how to request a data change from the ADA data team by navigating to the company details tab on the supplier card, clicking on the three dots in the top right corner, selecting "request change," and providing a description of the issue, prompting the data team to review and make necessary updates.

Course Lessons

Supplier Opportunity - Top 4 Boxes

Supplier Opportunity - Top 4 Boxes

1:26
Supplier Opportunity - Payment Terms

Supplier Opportunity - Payment Terms

1:02
Overview Description of Supplier Opportunity

Overview Description of Supplier Opportunity

1:24
Adding Harmonization or Financing to a Supplier

Adding Harmonization or Financing to a Supplier

2:24
Corporate Tree

Corporate Tree

1:31
Supplier Credit Rating

Supplier Credit Rating

0:48
Estimated Financing Rate of the Supplier

Estimated Financing Rate of the Supplier

0:35
Buyer Leverage with a Supplier

Buyer Leverage with a Supplier

0:44
Supplier Financial Metrics

Supplier Financial Metrics

0:11
Supplier Data Depth

Supplier Data Depth

0:32
Country Rating of the Supplier

Country Rating of the Supplier

0:59
ESG Rating of the Supplier

ESG Rating of the Supplier

0:30
Diversity, Equity, & Inclusion (DEI)

Diversity, Equity, & Inclusion (DEI)

1:04
Adding Supplier Notes

Adding Supplier Notes

1:24
Supplier Data Change Request

Supplier Data Change Request

0:32