---
title: "Supplier Management in CarbonSig"
url: "https://help.carbonsig.app/en/article/supplier-management-in-carbonsig"
language: "en"
last_updated: "2026-04-28T14:15:53.525Z"
---

# Supplier Management in CarbonSig

Supplier Management in CarbonSig allows users to track and manage their suppliers' onboarding process, monitor each stage of their activity, and gain comprehensive insights into supplier engagement and resource utilization.

## ![](https://cdn-assets.productfruits.com/ee88c15f-405c-41ed-a08d-e1f9b83cbd0d)  
**Overview**

Supplier management is now available under the new **Relations** tab in the left navigation sidebar. This feature allows users to track their suppliers' onboarding process, manage supplier connections, monitor requests for carbon information, and analyze supplier activity metrics.

![](https://cdn-assets.productfruits.com/c8e9d87a-ec5e-4a6c-b4db-ec6335660d2d)

The **Relations** page consists of three main sections:

-   **Request for Carbon Attestation** — Displays a list of all requests sent and received.
-   **Address Book** — Lists the contact information of supplier companies.
-   **Sub-License Activity** — Provides comprehensive insights into supplier engagement and resource utilization.

This feature is available to all roles except *View Only* at the Workspace level.

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## Address Book

The **Address Book** provides a structured view of supplier companies and their contact persons. Users can:

-   Create an address book entry with company details and a primary contact.
-   View the list of connected companies.
-   Track the status of each supplier: **Inactive** or **Active**.

![](https://cdn-assets.productfruits.com/ca4b4135-72d3-44ed-a67a-9a2e8000fd31)

### Statuses

-   **Inactive**: A supplier contact is initially set to this status upon creation.
-   **Active**: The status updates to **Active** when the supplier accepts their first request.

### Deletion Rules

-   A **contact card CAN'T be deleted** if it has an associated request in the following statuses: **Draft, Sent,** or in **Progress**.
-   A **contact card CAN be deleted** if it has no associated requests (status is **Inactive**) or if all associated requests are in one of these statuses: **Completed, Revoked, or Rejected**.

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## Request for Carbon Attestation

The **Request for Carbon Attestation** tab allows users to send and receive requests related to carbon reporting.

### Request Types

-   **Outbound Requests**: Requests sent to suppliers.
-   **Inbound Requests**: Requests received from other accounts.

### How to Create a Request

Requests can be triggered from:  
➡ **Relations > Request for Carbon Information > Create a New Request**

![](https://cdn-assets.productfruits.com/2df28ff4-4a8d-42e1-9f1d-fac7cf53a316)

### Request Flows

#### First Request Flow

1.  **Select a Company** from the dropdown.
2.  The **'Sent To' fields** auto-fill with data from the Address Book. (Fields remain editable and do not update the Address Book.)
3.  Click **Send Request** — The request with activation link is sent to the email entered in the modal.
4.  The supplier receives the request and the onboarding starts. Learn more here: [**Supplier Onboarding Guide**](https://help.carbonsig.app/en/article/supplier-onboarding-guide)**.**
5.  A company and admin account is created.
6.  The activation link becomes invalid.
7.  The supplier connection is established, and the **contact status updates to 'Active'**.  
    (A supplier connection is established when the first request is sent via an activation link. This ensures secure and verified communication between users and suppliers.)
8.  The recipient can review and edit certain details from the initial request before confirming.
9.  After confirmation, the recipient can begin building the CAP system using AI as a starting point based on the request details.
10.  Once the recipient completes the CAP and transfers it to the requester, the requester will mark the request as **Completed** in this version.

#### Second Request Flow

-   If the selected company is **already active**, the workspace is already known.
-   Clicking **Send Request** triggers a notification to all users in the supplier's workspace. From this point, the process continues from **Step 8** of the First Request Flow.

### Request Statuses

#### Requester Side

| **Status** | **Description** |
| --- | --- |
| **Draft** | The request is created but not sent. |
| **Sent (Pending Delivery)** | The request is sent, but the supplier hasn't received it yet. (Activation link is valid.) |
| **Sent (Delivered)** | The supplier has received the request. (Activation link is no longer valid.) |
| **Progress** | The supplier is making changes, and the "Confirm" button has been triggered. |
| **Revoked** | The requester has revoked the request. |
| **Rejected** | The supplier has rejected the request. |
| **Completed** | The requested CAP transfer is complete (manually updated in this version). |

#### Supplier Side

| **Status** | **Description** |
| --- | --- |
| **Received** | The supplier has received the request. |
| **Confirmed** | The supplier has confirmed the request. |
| **Progress** | The supplier is working on the request. |
| **Rejected** | The supplier has rejected the request. |
| **Revoked** | The requester has revoked the request. |
| **Completed** | The transfer is complete. |

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## Sub-License Activity

### What It Is

The **Sub-License Activity** tab provides enterprise accounts with comprehensive insights into supplier activity and resource utilization. This feature enables you to monitor supplier engagement, track content creation, and analyze usage patterns across your supplier network.

### Business Value

This capability enables you to:

-   Monitor supplier engagement levels in real-time
-   Track resource utilization across supplier accounts
-   Analyze content creation patterns and productivity
-   Make data-driven decisions about supplier relationships
-   Optimize platform usage and identify training opportunities

### How It Works

**Access Point:** Relations page → Sub-License Activity tab

When you send requests from the RFCA (Request for Carbon Attestation) tab, supplier account information automatically appears in the Sub-License Activity view. Each row represents an account, with all metrics aggregated at the account level.

**Important:** The Address Book and Sub-License Activity information remain synchronized—changes to contact details in the Address Book (Name, Contact Person) are automatically reflected in the Sub-License Activity view.

### Key Metrics

The Sub-License Activity dashboard provides several important metrics for each supplier account:

-   **Account information** — Company name and contact person
-   **System creation activity** — Number of systems created by the supplier
-   **CAP generation** — Carbon Attested Products created
-   **Engagement patterns** — Activity timeline and usage frequency
-   **License utilization** — Resource consumption tracking

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## AI-Assisted System Building

After a user clicks **"Build a System with AI"** from the request, the **prompt modal** appears, fields are **pre-populated** with data from the **'Your Revision'** tab in the request. The user can make modifications before proceeding with AI-assisted system creation.

![](https://cdn-assets.productfruits.com/6e5a85db-2271-44c2-8ecc-d9ed5f3486bc)

➡ **Learn about** [**Build with AI**](https://help.carbonsig.app/en/article/build-with-ai-ai-powered-system-builder)

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## Key Takeaways

-   **Relations tab** enables comprehensive supplier management via three sections: **Request for Carbon Attestation**, **Address Book**, and **Sub-License Activity**.
-   A **supplier's status** starts as **Inactive** and changes to **Active** when they accept their first request.
-   Contact cards **cannot be deleted** if there are pending requests in Draft, Sent, or In Progress status.
-   The **first request establishes the supplier connection** through an activation link.
-   **Sub-License Activity** provides real-time insights into supplier engagement and resource utilization.**Next Steps**

➡ **Learn about onboarding suppliers in the next article** [**Supplier Onboarding Guide**](https://help.carbonsig.app/en/article/supplier-onboarding-guide)**.**

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## **Need More Help?**

If you need additional assistance with Relations feture or have questions not covered in this guide, please contact our support team: [support@carbonsig.com](mailto:support@carbonsig.com)

*Last modified: April 2026*