After creating document types in the Library, you can request these documents from your supply chain partners in two ways.
You can set up default document requests from the Orderlines settings page. These requests are automatically added to matching orderlines based on the selected brand(s), agent(s) or contractual partner(s). See requesting documents by default.
You can also request documents directly on the orderline page. This is useful when you want to request an additional document for a specific orderline or group of orderlines, without setting it as a default request.
Request documents on the orderline page
On the orderline page, you can request, view and manage documents connected to that specific orderline. You can request and manage documents on the orderline page in all four tabs:
Pending
Waiting for CP
Verification in progress
Completed
The steps to request a document(s) depend on the status of the orderline.
Add a request in the Pending tab
Open the orderline page and go the Pending tab.
click Customise or Bulk customise to open the new orderline page.
Go to the Requested document(s) section.
Click Add request.
Select the document type you want to request.
Click Request.
Please note that, when you add a request while the orderline is still in pending state, the request is only sent to the partner once the orderline is confirmed.
Add a request in the Waiting for CP, Verification in Progress or Completed tab
Go to the correct tab on the Orderlines page.
Find and open the orderline for which you want to request a document.
Click Manage to open the orderline page.
Go to the Requested document(s) section.
Click Add request.
Select the document type you want to request.
Click Request.
Do you not see the document type you want to request? Click the link in the pop-up to go directly to the Library and create a new document type. You can then return to the orderline page.
Viewing requested document(s)
When you open the orderline and select Manage, you can see the document requests connected to that orderline. The overview shows whether a document has already been uploaded. When no document has been uploaded yet, the upload-related fields show a dash. Once a document has been uploaded, you will see who uploaded the document, when it was uploaded and the name of the uploaded document.
When the requested document type has a template, the document type is underlined. You can click the document type to preview the template.
For a better overview of all your requested documents, you can go to the Compliance page and click on the Requested documents tab.
Deleting a document request
When no document has been uploaded yet, you can delete the document request by clicking the bin icon. Deleting a request means that the partner will no longer be requested to upload this document for the selected orderline or orderlines.
When a request is deleted, it is also removed from the Compliance page and the Library overview.
Deleting orderlines
When an orderline is deleted, the linked document requests are deleted as well. Any uploaded documents connected to that orderline are also deleted.
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