NEW SRM2.0
⚠️ Work in Progress⚠️
This instruction page is still under development. Content is being updated and refined.
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. Basics of SRM for the customer party
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2.1 Suppliers
The Suppliers section provides an overview of all suppliers stored in the system. It displays key information such as supplier name, status, category, and responsibility assignments. From this view, users can open individual supplier profiles, monitor progress, and perform actions like editing details or initiating assessments.
1. 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.
2. 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.
3. Completion %
The Completion % indicator shows the progress of required supplier information fulfillment or onboarding steps. It helps users and teams track how far along each supplier is in completing mandatory fields, verifications, or compliance requirements.
4. 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.
5. 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, bulk actions, and quick access to supplier profiles.
6. 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.
7. + Create new
The + Create new button starts the process of adding a new supplier to the system. It opens a form where users can enter core supplier information, assign responsibilities, and begin any required onboarding workflows. Please not that this is a manual way to add supplier profiles.
8. 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.
2.2 Settings
The Settings page provides options for a centralized environment for managing supplier information, performance, and collaboration across the entire supplier lifecycle trough Template. All this will be covered in the next section 3. How to maintain and collect information from your suppliers?
- Supplier Template
- Document Metadata Template
- Import Suppliers
- Filter Sets
3. How to maintain and collect information from suppliers?
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 SRM template provides a structured and consistent way to collect, manage, and review supplier information across your organization. It supports both operational needs, such as onboarding, and compliance checks—and strategic goals like supplier evaluation, segmentation, and risk management. A key advantage of the SRM template is its flexibility. Customers can fully design the content of the template, including selecting which fields, sections, and data categories are included. This allows organizations to tailor the template to their specific industry requirements, internal standards, or regulatory obligations, ensuring that the information gathered is relevant, accurate, and aligned with their processes.
The template is typically divided into clear sections, such as basic company details, risk management practices, production capabilities, sustainability information, and certifications. Standardizing the structure improves data quality, makes suppliers' entries easier to compare, and supports informed decision‑making.
By using the SRM template, teams can maintain accurate supplier records, automate follow‑up tasks, and ensure compliance with defined requirements. For suppliers, it provides an intuitive, transparent, and efficient way to submit the information their customers need supporting smoother collaboration and reducing administrative effort on both sides.
3.2 Share the Supplier Template to your supplier to be fulfilled
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4. How can a Supplier find and fill in the SRM?
Suppliers can access Open customer data request from their Jakamo Network.
Select Open customer data requests to get started.
- 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.)
- 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.)
- After providing your information, you can view the details your customer has shared with you under Customer details:
