What you'll achieve
You will maintain a supplier relationship from identity and contacts through contracts, spend, service performance and policy evidence.
Who this is for
This guide is for an Organisation Collaborator with the permission or assigned action described below. If the navigation or action is missing, check the selected organisation, effective account level, feature state and role before assuming the product is unavailable.
Before you start
Check that you have:
- The canonical supplier and relationship owner.
- Current contract, spend and SLA evidence.
- Permission to view or change the relevant commercial records.
1. Find the supplier before adding one
Open Our Suppliers and search the catalogue. Reuse the canonical supplier, then create or open your organisation's relationship record.
2. Maintain relationship context
Confirm relationship owner, services, contacts and assets. Supplier contacts and assets are active features; record only the information needed for the relationship.
3. Manage contracts and spend
Use the financial workspace for contracts and spend. Record dates, renewal points, responsible owners and source documents. A renewal date without an owner is not a managed renewal.
4. Track SLA performance
Use the performance workspace to record agreed service levels and incidents. Link evidence and explain exclusions; do not silently edit the target after a miss.
5. Review compliance evidence
Use policy, DPA and assurance workspaces where enabled. Keep supplier-provided claims distinct from your organisation's review and acceptance.
Check it worked
- One canonical supplier underpins the relationship.
- Contracts, spend and SLA records have owners and source evidence.
- Supplier claims and internal review outcomes are distinguishable.
If something goes wrong
| What you see | What to do |
|---|---|
| A duplicate supplier exists | Stop creating relationships and ask for a controlled merge or repair. |
| A contract is near renewal | Assign the renewal decision and supporting tasks; do not mark it resolved from a reminder alone. |
| An SLA issue is disputed | Preserve the evidence and agreed calculation method, then route the decision. |
Human judgement, security and privacy
Supplier data combines commercial, security and personal information. Apply least access and do not publish or share supplier material outside its agreed purpose.
What's next
Set the next relationship review and create explicit renewal, remediation or assurance actions.
Need help?
Use your organisation's approved Backstory support route. Include the organisation, page and action that failed, but do not include passwords, invitation links, secret keys or unnecessary personal or confidential content.