It is an essential best practice to update your organization’s profile regularly, so your Buyers can stay aware of any changes within your company. Buyers constantly assess their Suppliers when doing business, which means other competitors are always present in the market, therefore, keeping your profile up to date and attractive helps your organization stand out from other Suppliers in the market when Buyers are looking for specific capabilities.
In order to edit your organization’s profile, you must have the Application Administrator role in PIM. Any user of your organization subscribed to PIM, can view your organization’s profile.
None of the fields in your profile are required, however, the more completed fields, the higher your completeness score. Your completeness score reflects how much information you provided in your profile. Your Supplier Profile score can make you highly attractive to Buyers of the Exostar community. Buyers may use this profile to assess which suppliers to do business with, or which Supplier to assess further as prospective partners. As a helpful hint, keep your profile as up to date as possible and review it quarterly.
Supplier Profile
2. Click the Organization Profile button to redirect to a read-only view of your organization’s profile page.
3. Use the navigational arrows to move through all Profile pages.
2. Click the Edit button to open the Exostar Supplier Profile Form starting at the Introduction page.
NOTE: Only Application Administrators can see the Edit button.
3. Click the navigation arrows to move through pages to view and change the desired fields.
NOTES:
– Answering questions denoted with a star icon help increase your profile completeness score.
– Some attributes in your profile display as read-only. These attributes are sourced from MAG. You must access MAG and follow MAG processes to update these values.
– Fields allowing file uploads are limited to a 2MB file size.
4. Click the Guidance arrow at any time to expand the Guidance section for additional help.
5. Once you complete your updates, you are required to click through to the Form Submission tab.
6. You are required to certify to the correctness of the information provided. Once you certify this statement, click the Submit button to submit your profile updates.
DO NOT FORGET TO SUBMIT! Profile updates cannot be saved for later. You must either submit your updates or cancel your edits.
Supplier Application Administrator
As an Application Administrator directly in PIM, you can manage form sharing, form assignments, as well as users’ roles and access. This page provides detailed instructions on these processes. PIM Supplier Application Administrators also have the ability to edit the Supplier Profile in the PIM application. Please see the PIM Supplier Profile page for additional information and complete instructions on managing this profile.
Accept/Decline Form Sharing Request
When a Buyer submits a request for your organization to complete a form, you much accept or decline that form sharing request.
2. On the Form Requests widget select to either Share or Decline the desired form.
3. On the Confirmation pop-up, confirm you choice to either Share or Decline the requested form.
NOTES:
– If you select to Share the form, the form displays in your Forms Summary widget.
– If you selected to Decline the form, you are required to add comments before the confirmation is completed. Once you provide your comments, click the Deny button.
– if you select to decline the form, that form is longer available. The Buyer must request the form again if you decide to do business with them in the future.
Opt-Out of Form Sharing
If your organization shared a form with a Buyer, PIM Supplier Application Administrators have the ability to opt-out of completing the form. If you do not have the role of PIM Application Administrator, you cannot submit an opt-out request. Opting-out discontinues form sharing with the Buyer’s organization. The Buyer organization will no longer have access to that particular form, and you cannot click the form to open. If you are doing business with Lockheed Martin, the opt-out option is unavailable. If you are doing business with Northrup Grumman, the buyer needs to approve your opt-out request.
2. Upon request submission, the system sends an auto-generated email with an embedded link, to the email address you provide. The PIM Application Administrator must review and confirm the opt-out request by clicking the embedded URL, which takes them to a page displaying their request information.
3. The PIM Application Administrator is required to confirm the request in order for Exostar to review your case.
Once Exostar processes the request, the PIM Application Administrator receives a completion notification via the email. No action is required from the supplying organization at this time. It can take up to five business days for Exostar to complete the request, and for the PIM Application Administrator to receive the email notification.
NOTE: If your organization wants to share an opted-out form with the same buyer, the buying organization is required to submit another Form Sharing request to your organization, and your organization is required to accept the sharing.
Manage Form Assignments
Anytime a Buyer invites a Supplier to complete a form in the PIM application, the PIM system assigns the form to ALL PIM-subscribed users of the Supplier organization, regardless of user role. All users receive a notification email alerting them of the form assignment and they can view, edit, and submit the form. The PIM Application Administrator can still manage form assignments, to include removing users and re-assigning users who have been removed from a form.
1. In the Form Summary widget, locate the desired form and select the Assign To icon.
2. In the pop-up window, locate the desired user and click the Remove Assignment link.
3. In the confirmation window, select OK to complete the process.
1. In the Form Summary widget, locate the desired form and select the Assign To icon.
2. In the pop-up window, select a user from the Users drop-down. Click Add.
3. Once you complete user assignments, click the Close button.
1. In the Form Summary widget, locate the desired form and select the Assign To icon.
2. In the pop-up window, locate the desired user and click the Unlock icon.
3. In the confirmation window, select OK to complete the process.
User Management
The Application Administrator can change a user’s role and deactivate a user’s access to the PIM application.
2. Click the Tools icon next to the user you want to manage.
3. From the User Management window, modify a user’s role, including your own, if necessary.
4. Click Update to save your changes or Close to disregard.
NOTE: If you change a user’s role to Standard User, they lose administrative privileges within PIM. If you deselect the Active checkbox, the user no longer has access to PIM after they log into their MAG account.