Navigate to Surveys to see your draft surveys, sent surveys, and their statuses.
When a supplier accepts and later responds to your survey request, you'll be notified by email and the survey status will be updated in Toxnot.
The survey dashboard will be your central hub for submitting draft surveys, viewing sent surveys, sending reminders about sent surveys, and viewing completed surveys.
Accept a Supplier Response
You'll be notified by email when a supplier submits data back to you. You'll also see the status reflected in your survey dashboard.
Click View Response to open your supplier's response. Depending on the survey you sent, you'll have options to view and accept questionnaire responses and BOM submissions.
When you view and accept a supplier-level questionnaire response, it will copy the answers provided into your Supplier Summary Data. You can view this information at any time by navigating to Suppliers, selecting a supplier, and clicking Edit Summary Data:
When you view and accept a BOM-level questionnaire response, it will copy the answers provided into the product or material's Summary Data. You can view this information at any time by navigating to your library, opening the BOM editor, and choosing Data > View Questionnaire Data.
The information is also merged into your inventory's overall data summary, which you can edit through Data > Edit Summary Data.
If your supplier has responded with new or updated BOMs, you will have the opportunity to accept their response and merge these updates into your library.
For Open BOM responses, new materials or products will be created and automatically associated with your supplier. For specific-BOM responses, you have the option to merge the response into your existing data or create a copy of the material or product.
If you're using a Linked Material and choose to overwrite the original, all the products that link the material will automatically update as well. Learn more about linked materials here.
Completing the Response
After you've accepted a response, you can delete the response from Surveys. Or you can save it to re-send survey updates, and for auditing purposes.
The status of the survey will be updated to Response Accepted in your surveys list.
Ask for Additional or Corrected Data from Suppliers
If the response is not what you expected and you need to get additional data from suppliers, you can ask for a revision from suppliers and get corrected data.
Within the surveys dashboard, you can view all of your sent surveys and their progress. Click "View Response" to review the response a supplier has submitted.
If you view the BOM (bill of materials) or the questionnaire and something is incorrect or the answer is not what you were looking for, you can ask for a revision. Simply click "Ask for Revision" and a dialog box will appear for you to complete your request.
The supplier will receive an email with your request and the survey will then be returned to the supplier with all the completed data still included. They can then make any changes requested and return the survey back to you.
Re-send a Survey
For surveys that have not yet been submitted by a supplier, you can edit and re-send the survey. For example, if you forgot to include a question you needed completed in a questionnaire, you can resend that survey with the question added to that supplier.
First, edit the questionnaire. Then click "Edit Survey" in the survey dashboard. Click "Send Survey Update" to resend the survey with the new questionnaire.
This feature is designed to be used soon after the original survey was sent. Different from the Ask for Revision feature, any data that was entered by the supplier but not submitted will be deleted with when the survey is updated.
Do you have a question about the workflow or issues you've found?
Use the Intercom chat service in the bottom-right of your screen to connect to a Toxnot Customer Success Engineer, and we'll get back to you with the information or help you need.