Supplier Blends & Grouping - Guide

While the PureSpectrum marketplace offers a vast array of suppliers, we understand that some projects require more specificity and strictness in their supplier send. Supplier Grouping and Supplier Blends are features that allow the user to organize and allocate sample as desired amongst all our offered suppliers.

Enable Access

If you are not seeing the feature aspects described below, please contact your Account Manager to enable this feature on your account.

Supplier Blend Guide

Applying an Existing Blend

1. In drafts, click on the “CPI” dropdown box to access the Supplier Management menu
2. Locate the new “Choose Supplier Blend” dropdown to apply an account’s existing Supplier Blend

Create Blends in Choose your Suppliers Menu

1. In the Choose Your Suppliers Menu (in Drafts or Midfield), edit and create your desired supplier blend
2. Click on the “Supplier Blend” dropdown menu underneath the “Clear All “ and “Distribute” buttons
3. Click on “Save as Supplier Blend” in order to save the current supplier mix as a Supplier Blend
4. “Save as Supplier Blend” in dropdown menu
5. Provide a Supplier Blend Name
6. Click checkbox to set the new Supplier Blend as an account default if desired
7. Click “Save as Blend”

Create Blends in Supplier Blends Tab

1. Navigate to the Manage Suppliers page
2. Click the Supplier Blends tab
3. Click “New Supplier Blend” or “Edit” to alter an existing supplier blend
4. Input name of supplier blend
5. Indicate Country and Language localization if applicable
   1. Localization-specific blends display suppliers available only for the selected localization
   2. Localization-specific blends will only be available to surveys with the same localization
   3. By default, locale will be set to “All” to accommodate all localizations
6. Select flexibility settings
   1. Global - set overall flexibility settings for all suppliers/supplier groups
   2. Selective - set flexibility settings per specific suppliers/supplier groups as desired
7. Toggle whether to Lock the supplier blend
   1. Locked Blend - Creates a STRICT blend where only suppliers/supplier blends with inputted allocations are honored. 
      1. Requires total allocation sum of at least 100%
      2. Will NOT support blank allocations/evenly distribute allocation by default (including any new suppliers that get added automatically to the platform)
      3.  Any blank allocations from suppliers that had blocked sample send in the past will be treated as 0 allocation unless otherwise edited
8. Click multiple suppliers to highlight and group them together
   1. See “Supplier Grouping Guide” section below
9. Allocate percentage distribution per supplier/supplier group
   1.  NOTE: To allocate NO SAMPLE to a supplier, please input “0”  as their allocation. Allocation values left blank will automatically be assigned an even distribution allocation with the other unallocated suppliers.
10. Review & Save Changes at BOTTOM of page

Supplier Grouping Guide

Creating Supplier Groups

1. In the Choose your Suppliers menu, click to highlight the desired supplier group members
2. Click on “Group Suppliers”
3. Input a Supplier Group Name
4. Input Desired Group CPI
5. OPTIONAL: To save the Supplier Group for future use in the account, click “Save Supplier Group as Template” to save

Saving Custom Supplier Allocations

1. In the Choose Your Suppliers Menu (in Drafts or Midfield)
2. Create or select an existing Supplier Group and click the icon
3. In Supplier Grouping modal toggle Custom Allocations to “On“ position & enter custom allocation values