1. business and industrial

Navigation Guide for SRMgr Locator Features
Locate new suppliers or find suppliers that meet your selected criteria within your Supply Base, Private Folders or
outward in the D&B D-U-N-S Universe. When searching for a new supplier, it’s important to ensure that the supplier has
the least amount of risk possible. Locator can be helpful if you are working with an existing supplier who has become
risky or even when issuing proposals (RFPs, RFXs, etc.).
Geography: Select criteria in the
geography window based on where
you would like the vendors to be
located.
Industry Classification: Select
criteria in the industry classification
window based on the SIC codes,
Commodity Codes and NAICS codes.
Risk Scores: Select the level of risk
you are looking for by sliding the bars
from low risk to high risk to identify
Supplier score ranges.
Special Events: Select your criteria
for suits, liens, and judgments.
Data Depth: Select criteria based on
the level of data you want to consider
when making your decision.
Socioeconomic Status: Set
selection criteria based on suppliers
that fall under specific diverse or
socioeconomic categories.
Company Characteristics: Set selection criteria based on specific demographic data including
number of employees, year business was started, annual sales, and type of business location.
Saved Locator Searches: Save Locator searches so you can always retrieve the most current
information for the search. The Saved Locator Search drop-down displays the last five Locator
Searches that were saved by the user.
Search Criteria Results: The results limit of the search criteria entered is 1,000 suppliers. The
search is conducted from your Supply Base, Private folders, and also the entire D&B D-U-N-S
Universe for vendors that match. Each results folder displays the number of search results
expected for that folder.
D&B Supplier Risk Manager
Part 1: SRMgr - Locator Features
Locator Module Features
Locating new suppliers or finding suppliers that meet the necessary criteria within your Supply Base, Private
Folders or outward in the D&B D-U-N-S Universe can be handled through the Locator tab. When searching
for a new supplier, it’s important to ensure that the supplier has the least amount of risk possible and falls
within the right categories needed. The Locator tab is also the best way to find suppliers based on
demographic and geographic criteria. Locator can be helpful if you are working with an existing supplier who
has become risky or even when issuing proposals (RFPs, RFXs, etc.).
Locator Rules
Recommended Selections
Geography or Industry Classification
Note: The remaining categories are optional.
Default Settings
The search returns the most suppliers on the candidate list/results page.
Maximums
The maximum number of suppliers returned is 1,000. If the
selection made will return more than 1,000 suppliers, a message
will display and the search selections will need to be reviewed
and modified. Once your selections identify fewer than 1000
suppliers, the link will turn green and you can click on it to drill
into the list of matches.
Search Criteria
The locator layout consists of tiled windows of selection criteria which
provide easy access to find new suppliers or find suppliers that meet your
criteria within your Supply Base or Personal Folders. As you select filter
criteria, in regard to Geographic location, Scores, Industries, etc., a
running tally of vendors is identified on the far right side of your screen.
D&B Supplier Risk Manager
Part 1: SRMgr - Locator Features
Leveraging the Geography Section
A geography selection is recommended in Locator. Select
criteria in the geography window based on where you would
like the vendors to be located. When you choose
Geography, you start at the Continent level, then drill down
to a country or countries, and then drill into states/provinces
and counties/cities. Geography criteria are based on the
following:
Continent
Select one or more continents.
Country
Select countries. A best practice is to include no
more than two countries or the candidate list
returned may be too large of a territory to provide useful
results.
State/Province
Select the State (in the US) or Province (in Canada) to provide more robust results – this is recommended
in both the US and Canada, or the resulting candidate list may be too large.
City or County
Select a city or country for a more specific, local search.
D&B Supplier Risk Manager
Part 1: SRMgr - Locator Features
Leveraging the Industry Classification Window
Industry Classification is based on the SIC codes, Commodity Codes and NAICS codes. You can copy and
paste the codes from an existing supplier record or use the Look Up Industry Classification Code link where you
can enter a keyword to drill into and scroll through the codes. There is also an option to include secondary
industry classifications. A selection of a specific industry or commodity is necessary in order to have a candidate
list returned.
Looking Up Industry Classification Codes
Select from any of the following classifications:
SIC Lookup
The SIC (Standard Industrial Classification) allows a search based on what a company does; its
line of business or operations (this is not a commodity code). With the SIC codes, you can drill
as deep as an eight-digit industry code.
UNSPSC Lookup
The UNSPSC (United Nations Standard Products and Services Code) is a code managed for
the UN. The UNSPSC is a commodity code.
NAICS Lookup
The NAICS (North American Industry Classification System) is an industry classification for companies in
North America only.
EClass Lookup
The eClass is a commodity code, typically used to drill down even further than the UNSPSC.
Click on the Look Up Industry Classification Codes link by entering a keyword or scrolling through the
codes listed.
D&B Supplier Risk Manager
Part 1: SRMgr - Locator Features
Enter a business keyword (e.g.,
electronics).
Click SEARCH.
Select the specific industry needed
to reduce the size of the resulting
candidate list.
Click OK. The criteria are applied to
your search results.
Leveraging the Risk Score Window
Select your Risk Score range by sliding the bars from low risk to high risk to identify score ranges.
Candidates will be returned that fall within the Supplier Stability Indicator (SSI) or Supplier Evaluation
Risk Score (SER).
D&B Supplier Risk Manager
Part 1: SRMgr - Locator Features
Leveraging the Special Events Window
Select N/A, Indicated, or Not Indicated for one or more special events. Your selection will influence your Search Criteria
Results.
Leveraging the Data Depth Window
If your geographic location selection was the USA, you can filter on Data Depth.
Varying levels of data are available for a company. You can select the level of data you want to consider when making
your decision. Data Depth assists in the assessment of whether a company will no longer be viable and may include the
following: Financial Attributes, Commercial Trading Activity, and Firmographics. The four levels of insight include:
Select one of the four levels of insight.
Within the four levels of insight, Robust Predictions reflects the greatest level of predictive data to
make a highly reliable assessment of company viability; Basic reflects a minimal level of data which
can be considered descriptive. The more comprehensive the data, the deeper the level of insight
provided.
D&B Supplier Risk Manager
Part 1: SRMgr - Locator Features
If a company has been placed in a Special Category, a letter ranging from H to M is assigned to
identify the specific reason.
Select one or more of the Special Categories. Reference the following table for details.
H
Out of Business
Business is considered inactive due to Bankruptcy, Insolvency, Merger/Acquisition or absence of
confirmed location.
I
Unable to Confirm Designation
D&B is unable to confirm active operations at a specific location due to the business showing limited
to no business activity and multiple signs of inactivity (e.g. disconnected phone, vacant address, no
longer in a telephone directory etc.)
J
Bankruptcy
Business has filed for Chapter 11 bankruptcy and the plan of reorganization is not yet confirmed.
(Not applicable for Canadian businesses)
K
High Risk (Severe Risk)
Business displays characteristics of misrepresentation.
L
Self Reported DUNS Support Record
Business' request for a D-U-N-S Number requires an investigation or confirmation of information from
D&B (Not applicable for Canadian businesses)
M
Business Deterioration (Severe Risk)
Business displays characteristics of financial distress, including signs of current or imminent business
failure or operating difficulty (Not applicable for Canadian businesses).
N
Insolvency
D&B Supplier Risk Manager
Part 1: SRMgr - Locator Features
Leveraging the Socioeconomic Status Window
If your geographic location selection was the USA, you can filter on Socioeconomic Status. Check a box to limit your
search to suppliers that have the corresponding socioeconomic status. Leave a box unchecked if the status is
unimportant for your search.
Suppliers that fall under specific diverse or socioeconomic categories can be selected here. The primary
Categories are:
l
l
l
l
Small Business
Woman Owned
Minority Owned
Veteran Owned
You can expand three of the primary categories when you click the corresponding arrow. This provides a listing
of secondary categories.
If multiple primary categories are selected, namely, Small Business, Woman-Owned, Veteran-Owned and
Minority-Owned, then the search results will consist of companies that have all of these socioeconomic
characteristics. If a subset of the secondary categories are selected, the secondary categories will be treated
with "OR" logic. For example, checking SBA Certified Hub Zone and Small Disadvantaged, the results will
contain companies that are either SBA Certified HUB Zone OR Small Disadvantaged.
To add Socioeconomic Status categories:
Click to select one or more of the primary categories (e.g., small business).
Click on the arrow next to one of the primary categories to expand the list of secondary
categories. Then click to select one or more of the secondary categories.
D&B Supplier Risk Manager
Part 1: SRMgr - Locator Features
Leveraging the Company Characteristics Window
Select from the following criteria for specific demographic data. All four areas do not need to be filled
in to receive a search response, however, the more specific you are, the more targeted your search
results will be.
Employees
Select from employees at that location or total employees. Then enter the maximum and
minumum number of employees.
Annual Sales
Enter the minimum and maximum amount of sales.
Year Started
Enter the four-digit year in the 'From' and 'To' fields.
Business Location
Select headquarters, single location, or branch.
D&B Supplier Risk Manager
Part 1: SRMgr - Locator Features
Viewing Search Criteria Results
Search criteria results entered from the Locator tab needs to be continuously adjusted until there are fewer than
1000 suppliers returned. The searches from the Locator tab go through your Supply Base, or Personal folders,
and also the entire D&B D-U-N-S Universe for vendors that match. The results are displayed by folder. Each
results folder displays the number of search results returned for that folder.
Removing Criteria From a Search
Revise your search by removing some of the criteria. Select
one of the following options:
l
l
Click the RED X next to one or more criteria under the
Search Summary to remove it from the search.
Click CLEAR ALL to remove all criteria from the search.
In the search example to the right, the search
results returned 1 supplier that can be found in your own
Supply Base folder, and 334 suppliers that are not
currently in your supply base, but are available from the
D&B D-U-N-S Universe. Simply click on the green folder
of your choice to be taken to the listing of search results.
After clicking on one of the green folders you will be taken
to a list of the results. On that page under the Search
Criteria Results box on the left side of the screen you can
click SAVE SEARCH CRITERIA to save this search.
Visual: Locator – Search Criteria Results
Accessing Saved Locator Searches
Save Locator searches so you can always retrieve the most current
information for the search. The SAVED LOCATOR SEARCHES
drop-down displays the last five Locator Searches that were saved
by the user. Simply click on one to access that search.
To get to the ability to save a search, after clicking on the folder
you wish to access from the Search Criteria Results you will be
taken to a list page. The SAVE Locator Search options is located
on that page under the Search Criteria on the left side of the
screen.
D&B Supplier Risk Manager
Part 1: SRMgr - Locator Features
Supplier Locator Results
Understanding Search Criteria Results
Search Criteria Results
On the left side of the screen you will see a Search Results box similar to the one on the Locator page. When you
are viewing the results of a specific folder (D&B D-U-N-S Universe in this case) it will turn blue. Other folders that
contain results will remain green until you click on them to see their results.
Review the criteria you selected for the search under the SEARCH SUMMARY. Click SAVE SEARCH CRITERIA if
you want to be able to access this search again. You can save up to 5 searches that can be accessed from the
Locator landing page.
Company Name, D-U-N-S Numbers, Type of Location, and SIC Descriptions
The search results will include four columns of information. There is a small triangle next to the category name that
can be clicked to reorder the search by either an alphabetical listing or high/low value listing.
Items Per Page and Page Scroll Options
Select how many results you would like to see at one time 5 or 15 and scroll through the number of pages of results to review.
Expand Link
The Expand link accesses a summary of the information we have on the supplier that you can review prior to accessing the
suppliers full record. By clicking on the Expand arrow you will be able to see demographic information, diversity information, and
the SER, SSI, Paydex, Overall Rating, Viability Rating and Scorecard Risk category.
Exporting
From the Supplier Locator Results page you can export the results to a .csv or .pdf. Click the
EXPORT button on the upper right corner of the results list.
Part 1: SRMgr - Locator Features
D&B Supplier Risk Manager
Saving Locator Searches
Save Locator searches so you can always retrieve the most current information for criteria you have selected as
being important. The Saved Locator Search drop-down displays the last five Locator Searches that were saved
by the user.
Click on one of the SEARCH CRITERIA RESULTS
folders to display the results of the search on the
Supplier Locator Results page.
Click SAVE SEARCH CRITERIA at the bottom of the
Search Summary window on the Supplier
Locator Results page.
Visual: Locator – Saved Locator Searches
Visual: Locator – Saved Locator Searches
Click SAVED LOCATOR SEARCHES ontheSupplierLocatorlandingpagetoselectoneofyour
savedsearches.
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