This guide is for customers. It shows where the transactions your suppliers send you appear in ChainTraced, how to review them and how to approve, reject or send them back.
Two kinds of transactions
|
Type |
What it carries |
Where |
|---|---|---|
|
Lot Transaction |
Certificates and test data for one manufacturing lot or delivery, for example an inspection certificate EN 10204 3.1 or a test report. |
Lot Transactions > Supplier |
|
Product Transaction |
Approvals at product level, for example Initial Sample |
Product Transactions > Supplier |
To ask a supplier for a transaction, see Lot Transactions or Product Transactions. This page covers what happens once the supplier has sent something.
Find what needs you
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Home shows, per tab, the supplier transactions that need your attention. Click a number to jump to the filtered list.
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On a list page, the Quickview row filters by status in one click: Needs your approval, Requested, Ongoing draft, Need attention.
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Every column can be filtered. Columns chooses which columns you see; Export downloads the list as CSV.
Review a transaction
Click Open on the row. The bar at the top of the transaction summarises the result; the sections below hold the details.
|
Check |
Where you see it |
|---|---|
|
Is it linked to the right product of yours? The product carries your requirements. |
Product section. If nothing is linked, link it with Link product. Once linked, ChainTraced remembers the pair for the next transaction. |
|
Does the lot data meet your specifications? |
Top bar: Requirements met , Requirements not met or Requirements not verified (no requirements on the product, or no product linked). Failing results are listed in the Manufacturing lot section. |
|
Are the results drifting over time? |
Result trends compares the results with earlier transactions for the same supplier and product and flags early warnings. |
|
Are the documents there? |
Shared attachments holds the supplier's files and any generated PDF. Files you add under Private attachments stay within your company. |
|
Did the supplier say something? |
Comments in the top bar. |
Decide
|
Action |
What happens |
|---|---|
|
Approve, or Approve with comment from the arrow next to it |
Status becomes Approved . The supplier is notified. The lot and its results are now part of your traceability. |
|
Request Changes |
Status becomes Requested changes . The supplier sees your comment, edits and submits again, and the transaction comes back as Needs your approval. |
|
Reject |
Status becomes Rejected . Use this when the delivery or document is not acceptable at all. |
|
Comments > Add public comment |
Asks a question or leaves a note without changing the status. The status stays as it is. A public comment is visible to the supplier, and if their email is registered on the Counterparty or added to the transaction they receive an email about it. Add internal comment keeps the note within your company. |
|
Actions > Resend notification |
Sends the email to the supplier again, for example when a request has gone unanswered. |
To decide on many transactions at once, tick the rows in the list and use Approve, Reject or Request Change from the toolbar.
Automatic approval
You can let ChainTraced approve lot transactions for you when the supplier's results are within your product specifications. The settings are per supplier under Registry > Counterparties, open the supplier, tab Settings, More Settings:
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Auto approve transactions that match your specifications: approves when every result is within specification, no early warning is triggered, and one of your products is linked.
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Auto-approve products with no specifications: also approves when the linked product has no specifications at all.
Details in Auto-approve transactions that fulfill your defined specifications.
Freemium accounts. If your company has a freemium account, lot transactions from suppliers are approved automatically. Product transactions always wait for your approval.
Statuses, seen from your side
|
Status |
Meaning |
|---|---|
|
Requested |
You asked the supplier for this transaction. They have not started yet. |
|
Ongoing draft |
The supplier is working on it. |
|
Needs your approval |
The supplier has submitted. Review and decide. |
|
Approved |
Accepted by you, or automatically. |
|
Requested changes |
You sent it back to the supplier. |
|
Rejected |
Refused by you. |
|
Withdrawn |
The supplier withdrew their submission, or you withdrew your request. |
Related
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Lot Transactions and Product Transactions: request a transaction from a supplier.
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Auto-approve transactions that fulfill your defined specifications
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Create a Customer Transaction or Respond to a Customer Request: the same flow from the supplier's side.