How to Structure your Supply Chain

This article explains how to create supplier relationships and build your supply chain structure.

Setting up your supply chain ensures that:

• Document requests flow correctly
• Requirement rules apply to the right organisations
• You have a clear overview of how organisations are connected

You can build your supply chain either top-down (adding sub-suppliers) or bottom-up (adding customers).

Method 1: Add a Sub-supplier (Top-down)

Use this method when you want to add a supplier underneath another organisation.

Steps:

1. Go to Organisations
2. Open the organisation that should have a sub-supplier
3. Click Manage supply chain
4. Select Add sub-supplier
5. Search for the correct organisation
6. Click Add

The sub-supplier will now appear underneath the selected organisation in the supply chain view.

Method 2: Add a Customer (Bottom-up)

Use this method when you want to add a customer above an organisation.

Steps:

1. Go to Organisations
2. Open the organisation that should have a customer
3. Click Manage supply chain
4. Select Add customer here
5. Search for the correct organisation
6. Click Add

The customer will now appear above the selected organisation.

Creating Multiple Levels

You can create multiple layers within your supply chain. For example:

Producer → Packhouse → Trader → Retailer

Simply repeat the steps above to add additional layers.

Important

• Organisations must already exist in your account before they can be linked.
• The supply chain structure should reflect your real operational flow.
• Correct relationships ensure that requirements and document requests are generated accurately.

Once your structure is created, you can move on to managing and adjusting your supply chain as needed.