Supplier Relationship Management (SRM)

New Supplier Relationship Management (SRM) feature released!

Jakamo has released a new Supplier Relationship Management (SRM) feature. New SRM feature will replace the previous Master Data feature.

1. Short Introduction to SRM

The SRM feature provides a centralized environment for managing supplier information, performance, and collaboration across the entire supplier lifecycle. By consolidating communication, documentation, and operational workflows into a single interface, SRM helps teams streamline daily procurement activities, track compliance, and identify potential risks more efficiently.

Strategic Value of SRM

From a strategic perspective, SRM supports long‑term supply chain planning and capability building. The feature enables organizations to assess supplier performance trends, monitor risk signals, and align sourcing decisions with broader business goals such as sustainability, cost optimization, and resilience. By offering consistent visibility into the supply base, SRM helps procurement and supply chain leaders develop stronger partnerships, improve supplier accountability, and proactively shape a more dependable and adaptable supplier ecosystem.

Building a Forward‑Looking Supplier Management Process

In addition to supporting operational efficiency, SRM provides the analytical foundation for strategic supplier segmentation, category planning, and continuous improvement initiatives. This ensures that supplier management is not only reactive to day‑to‑day needs but also a structured, forward‑looking process that contributes to long‑term competitiveness.

2. SRM Basics for Customers

Open SRM from the SRM link in the left-hand navigation.

The SRM workspace has two tabs: Suppliers (list and profiles) and Settings (template, import, and configuration).

Cannot find SRM in the navigation?

The SRM tool may not be activated for your account yet. You may also find SRM under Apps. Please contact Jakamo support (support@thejakamo.com) to request activation.

2.1 Suppliers

The Suppliers tab provides an overview of all supplier profiles in SRM. At the top of the page, summary cards highlight Expiring documents, Profile completion, and Upcoming task reminders. Below the list you can search, filter, and open individual supplier profiles.

From the list you can open a supplier profile, follow a supplier, and review completion progress. Each row shows key fields such as name, supplier number, last edited date, completion %, and primary contact.

1. Expiring Documents

The Expiring Documents section shows documents expiring within the next 30 days in SRM. You can filter the view to include only suppliers in your responsibility or all suppliers.

2. Profile Completion

The Profile Completion section shows how complete supplier profiles are in your SRM compared to a selected completion percentage. You can adjust the percentage threshold and choose to view only suppliers you are responsible for.

3. Search

The Search function allows users to quickly locate specific suppliers or supplier groups. Users can search by name, ID, category, country, or other indexed fields. Search results update dynamically, helping users navigate large supplier lists efficiently.

4. My Responsibilities

The My responsibilities filter highlights all suppliers or tasks assigned to the current user. It helps users focus on their active workload, such as completing documentation, reviewing assessments, or updating supplier details.

5. Filters

The Filters panel allows users to narrow down the supplier list based on predefined criteria such as category, risk level, region, lifecycle stage, or completion status. Multiple filters can be combined to create highly targeted views.

6. List View

The List view displays suppliers in a structured table format. It is optimized for scanning, filtering, and sorting large datasets. The view supports column sorting and quick access to supplier profiles.

7. Columns

The Columns menu lets users customize which data fields are visible in the list view. Users can show or hide columns such as supplier type, risk level, country, status, or last updated date. Customizing the layout ensures that each user sees the information most relevant to their role.

8. Density

The Density setting allows users to adjust the spacing of rows and content within the list view. Options include compact, standard and comfortable, enabling users to fit more data on the screen or increase readability based on preference.

9. Completion %

The Completion % indicator shows the progress of required supplier information fulfillment or onboarding steps per supplier. It helps users and teams track how far along each supplier is in completing mandatory fields, verifications, or compliance requirements.

10. + Create new

The + Create new button opens a form where you enter the supplier name and supplier number to create a single profile manually. Use this when you only need a few profiles. For larger batches, use Import suppliers instead.

11. Follow

Use Follow on a supplier row to stay updated on that profile in your own workflow.

2.2 Supplier profile

Open a supplier from the list to view its Profile. The profile page shows completion %, responsible persons, and template data grouped into widgets. Use the Activity tab to add notes and tasks, or review recent changes.

Widget sections follow the visibility rules defined in your Supplier template:

• Internal — visible only to your organization
• Shared – updated by you — you maintain the data; the supplier can view it
• Shared – updated by supplier — both parties can view and edit

2.3 Settings

Open the Settings tab to configure SRM. The settings menu is grouped as follows:

General

1. General — customize labels such as the supplier number field name

Suppliers 2. Supplier template 3. Document metadata template — define metadata fields (for example valid from / valid to) for documents attached in SRM 4. API integration — configure SRM API access for your integrations 5. Import suppliers

Filters 6. Filter sets — save reusable filter combinations for the supplier list

All template and data-collection topics are covered in section 3.

3. Collecting and Maintaining Supplier Information

The use of SRM is based on a Supplier Template, which enables the standardization of supplier information. To collect and maintain consistent data across your entire supplier base, a template must first be created and then shared with the selected suppliers. In other words, once the template has been established, it can be applied to all suppliers in your network.

3.1 Supplier Template

The Supplier template defines which information you collect from and about each supplier. It is divided into widgets (sections such as Basic Info or Supplier details), and each widget contains fields (text, dropdown, date, contact list, dynamic document, and other field types).

Configure the template under Settings → Supplier template. Use Add widget to create a new section, and the pencil icon on each widget to add or edit fields.

Each widget belongs to one of three visibility categories:

Category	Who can view	Who can edit
Internal	Your organization only	Your organization
Shared – updated by you	Your organization and the supplier	Your organization
Shared – updated by supplier	Your organization and the supplier	Both parties

When a supplier profile is shared and linked to a Jakamo account, fields in Shared – updated by supplier widgets appear in the supplier's Customer data request view.

Use Document metadata template (under Settings) when you need extra metadata on uploaded documents, such as certificate valid-from and valid-to dates.

3.2 Create supplier profiles

Before sharing information with suppliers, supplier profiles must first be created and shared with the relevant suppliers. This section guides you through the process of creating supplier profiles. Additional information on how to share the created template with suppliers is available here: 3.3 Share the Supplier Data Request with Your Supplier.

3.2.1 + Create New

If you need to create supplier profiles for only a few suppliers, use + Create new on the Suppliers tab. Enter the supplier name and supplier number, then select Save.

To share the profile and template with the supplier, see 3.3 Share the Supplier Data Request with Your Supplier.

3.2.2 Import Suppliers

If you need to create many supplier profiles at once, use Settings → Import suppliers.

1. Open Settings → Import suppliers
2. Select Import from Excel

3. In the import dialog, select Upload Excel File and choose your .xlsx or .xls file

4. Map Excel columns to SRM fields — matching column and field names are mapped automatically. Select Next: Preview when ready.

5. Review the preview and select Validate to check the data.

6. If validation errors are found, review them on the Validation Errors tab. Use Download Errors to export the error list and fix your file before trying again.

7. When validation succeeds, select Import Data to create the supplier profiles.

To share imported profiles with suppliers, see 3.3 Share the Supplier Data Request with Your Supplier.

3.3 Share the Supplier Data Request with Your Supplier

You can share the supplier profile in SRM with the supplier in Jakamo.

1. Open the supplier profile in SRM that you want to share (example shown with the supplier Sorva Steeling AB)

2. Edit the supplier’s basic information using the pen icon

   

3. In the Supplier Organization field, select the corresponding supplier's Jakamo account from the list

   

4. Save the changes

After saving the selection:

• The supplier will gain access to the Customer Data Request section via their Network page in Jakamo.
• The supplier can then view and complete the shared data request.

4. How Suppliers Access and Complete Data Requests?

1. Open customer data request

Suppliers can access all the open customer data requests from their Jakamo Network.

Select Open customer data requests to get started.

Cannot see Open customer data request?

Can’t see Customer data requests from your network?

The customer may not have shared the data request with you yet. Please ask your customer to share the data request so it becomes visible to you.

2. Select the customer from the list

Select the customer whose data request you want to update from the Your profiles list.

(Please note that in this example there is only one customer, but in other cases there may be multiple customers listed below each other.)

3. Provide the information

The data request consists of two sections: Your profile information and Customer details. Start filling in your company profile information by providing your answer below each field. Just write down or download the document and select Save. It’s as easy as that!

(Please note, Fields are usually divided into sections such as Basic Info, Risk Management, Production, etc.)

4. Review Customer Details

After providing your information, you can view the details your customer has shared with you under Customer details:

Help & Support

Didn't you find what you were looking for? Send an email to Jakamo support (support@thejakamo.com) and we will help you.