📍 Step 1: Where to find it
In the navigation bar, go to Traceability → Certified Materials
Select one or multiple orders
Click the Send request (paper plane icon) under Actions
📤 Step 2: Select orders
Tick the checkbox next to the PO(s) you want to request documents for
You can select multiple POs across the same supplier
📝 Step 3: Configure the request
In the dialog, you can configure the request details:
Select assignee
Choose a contact from the supplier company
Make sure the contact has a user account already set up in the system
Choose your contact from the supplier company
This specific user will receive the notification of your request
Set due date
Define a deadline for the supplier to upload the required documents
You can set:
A global due date
Or individual due dates per order
Add a message
Include a message to your supplier. Example: "Please provide TCs for the following POs by the due date listed below."
Review selected orders
You can review:
Order number
Applied standard (e.g. GOTS, GRS)
Number of PO lines
Quantity
Due date per order
📩 Step 4: Send the request
Click Send request(s) to notify the supplier.
The supplier will receive a notification
They can upload the required TC documents directly in the platform
The order status will change from To do → In progress
✅ After sending the request
Once the request is sent:
You can track progress in the Certified Materials table
The Collected Evidence column will update once documents are uploaded
You can send reminders if needed
Tips & common issues
Ensure the supplier contact is correctly assigned
Always set a clear due date
Provide a clear message to avoid confusion
Group requests by supplier for efficiency