What is the feature?
TraceGains customers must send a connection request to their suppliers in order for documents to begin flowing. This feature initiates the connection process.
Why did we create this feature?
This feature was created to help TraceGains customers easily manage the connection process with suppliers in the TraceGains Network.
Connection Status Key
The Suppliers tab allows you to filter suppliers by connection status. The following list is a guide to what each icon and status represents:
Connected - You are currently connected with this supplier
Potential - Indicates you have items supplied from this supplier but you are not connected
Pending - A connection request has been sent but not responded to
Declined - A connection request has been denied
Not Connected - Suppliers you are not connected to and do not presently supply you items
Steps to connect suppliers and their items
Step 1: Go to the Suppliers tab and filter the 'Connect' column by selecting 'Potential'. Then, click "Filter."
Step 2: Select the Potential Connection icon for the desired connection request recipient. This action will yield a menu with a list of available suppliers. Use the 'Search New Connection' tab to filter the list.
Step 3: Select the desired tile in the suppliers list.
Step 4: Identify and select the correct supplier location to connect to.
Step 5: Set the Access Role and mark the Activate Account and Enable Notifications checkboxes.
Step 6: Click 'Connect'.
Suggest a supplier location
If the supplier has not entered all their locations into their supplier group yet and you need to connect to one that's not there, you can use this feature to give the supplier at least a hint of what location you need to connect to. The supplier user should hopefully be able to interpret your hint, add that location to their list, and change your connection request to match their actual location's name and address
Step 1: Click the 'Suggest Location' link at lower left of the Connect to Supplier Group panel.
Step 2: Enter all the info you can in the 'Suggest Plant / Location' panel.
Step 3: Click 'Save' to send the Suggested Connection Request to the supplier.