Suppliers

Supplier Management allows your organization to define and manage the suppliers it works with within the system. Companies that provide products, services, or raw materials to your organization can be added in this section, enabling the supplier side of the value chain to be structured within the platform.

Last updated 20 days ago

This section allows your organization to centrally view supplier information, add new suppliers, edit existing records, and associate supplier data with operational processes.

Supplier List

On this screen, all suppliers associated with your organization are displayed under the Supplier List table.

The following information is available for each supplier in the list:

Supplier – Supplier company name
Country – The country where the supplier is located
Activity – The supplier’s main business activity
Tags – Tags assigned to the supplier
Created Date – The date the supplier record was added to the system
Status – The supplier’s status within the system
Options – Action menu for supplier-related operations

Adding a New Supplier

To add a new supplier, click the Add Supplier button.

In the form that opens, the following information can be entered to create a supplier record.

Field	Description
Supplier Name*	The official name of the supplier company
Display Name*	The short name displayed within the platform
Supplier Type	The type of supplier (for example raw material supplier)
Activity	The supplier’s main business activity
Sector Code	The sector classification code of the supplier
This supplier is CBAM relevant	Indicates whether the supplier falls within the scope of CBAM
Country*	The country where the supplier is located
City	The city where the supplier is located
Address	Supplier address information
Tax Number	The company’s tax identification number
Tax Office	The tax office where the company is registered
Registration Number	The company’s official registration number
Company Website	The company’s website
Supplier Tag	Tags used to categorize suppliers
Contact Name	The primary contact person at the supplier
Email	Contact email address
Phone Number	Contact phone number

(* marked fields are mandatory)

After completing the required fields, click the Save button to create the supplier record. Once the process is completed, the new supplier is automatically added to the Supplier List.

You can use the tagging system to categorize suppliers. To add a new tag, enter the tag name in the Supplier Tag field and save it.

Bulk Supplier Upload

If you want to add multiple suppliers to the system, you can perform a bulk data upload using the Import Supplier option. This method allows you to quickly upload multiple supplier records using the Excel template provided by Carbondeck.

Follow these steps to perform a bulk upload:

Click the Import Supplier button
Download the Excel template from the window that opens
Enter supplier information into the template
Upload the file to the system
Click the Import Contacts button

Once the upload is completed, all suppliers will be displayed in the Supplier List.

The uploaded file can also be viewed on the Uploaded Files screen under the Activity Data section.

Interaction Status

Within the Supplier List, there is an Interaction field that shows the status of each supplier:

Not Eligible – Supplier information is complete and the supplier can be invited.
Invitable – Supplier information is incomplete (for example if email or phone information is missing).

When invoices or evidence documents are uploaded through the AI module, the system can automatically detect supplier information from these documents and add it to the Supplier Management section.
If the documents contain incomplete information, these suppliers may appear with the Not Eligible status. In such cases, you must complete the missing supplier information manually.

Supplier Actions

By clicking the ... (three dots) icon on the right side of each supplier, you can perform the following actions:

Edit – Update supplier information. After updating the required fields, click Save.
View supplier details – Displays all detailed information about the supplier. Here you can see the supplier’s basic information, contact person, and creation/update details.
Invite user – Sends an invitation email to the supplier via Carbondeck.
Delete – Removes the supplier from the system.

The deletion process requires confirmation and cannot be undone once completed.

Supplier Detail Page

When you click View supplier details, all information related to the selected supplier is displayed in detail.

The following information is available on this page:

Basic Information – sector, activity, country, city, address
Contact Information – contact person, email, phone
Legal Information – tax number, tax office, registration number
Administrative Information – created by, creation date, and update details

From this screen, you can update the supplier using the Edit Supplier button or remove the supplier using the Delete Supplier button.

The deletion process requires confirmation and cannot be undone once completed.

Filtering and Search

You can use the following tools to quickly access suppliers in the supplier list:

Use the Filters button to filter suppliers by industry, sector, activity, country, and supplier type
Use the Search field to find suppliers by typing the supplier name

These features enable quick access, especially when managing large supplier lists.