Manage Vendors

Appian Government Source Selection (GSS) is integrated with GAM Acquisition Central. This integration provides a centralized and unified approach to vendor data management. It streamlines key processes within the lifecycle by ensuring that your GSS solution has access to the most accurate and consistent vendor information and offers significant enhancements to your procurement workflows.

This page details the steps to search, view, import, create, sync, and update vendors in GSS.

View and search vendors list

To view and search vendors, click Vendors on the navigation pane of the Government Source Selection (GSS) home page to navigate to the Vendors page and view the All Vendors list. The All Vendors list provides a quick view of all your registered vendors, and specific details about each, including:

• Vendor name
• Assigned vendor groups
• SBA certifications
• Exclusions
• Vendor availability (System Status)
• SAM.gov vendor status
• SAM.gov vendor expiration date

Additionally, you can search the All Vendors list to return specific vendors that match specific criteria.

To search for a specific vendor record:

1. In the Search Vendors field, enter the vendor name, Unique Entity ID (UEI), or keyword, and click SEARCH.
2. Use the dropdown filters to refine your search:
   • SYSTEM STATUS: Filters vendors by their current availability within the solution.
   • SAM.GOV STATUS: Filters vendors by their SAM.gov active and sync status.
   • VENDOR GROUPS: Filters vendors by the custom groups they have been assigned to. Vendor Groups are configured in GAM Acquisition Central.
   • SBA CERTIFICATIONS: Filters vendors based on their Small Business Administration (SBA) certifications.
   • HAS EXCLUSIONS: Filters vendors based on whether they have active agency exclusions.
   • SAM.GOV EXPIRATION DATE: Uses the date range selector to find vendors whose SAM.gov registration expires within a specific period.

   

View vendor details

After you locate a vendor record that matches your search and filter criteria, drill down into a specific record to view detailed information about the vendor by clicking the vendor name you wish to view.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to close

This action opens the vendor summary, which is organized into several tabs:

Tab	Description
Summary	Provides an overview of the vendor's basic information, system status, SAM.gov status, assigned vendor groups, and key business information.
Classifications	Displays the vendor's service classifications (Business Types, SBA Certifications, NAICS Codes, PSC Codes) and disaster relief information (Disaster Response Registry, Bonding Required to Bid, Geographical Areas Serviced).
Exclusions	This view lists any government-imposed exclusions, including details like Excluding Agency, Classification Type, and Exclusion Program.
Additional Info	Provides details about proceedings and responsibility information, including answers to specific proceedings questions.
History	Provides a comprehensive audit trail of all changes made to the vendor record, including the change, who made it, and when.

Once in a specific vendor summary, you can perform additional actions such as updating, syncing with data in SAM.gov, and deactivating the vendor.

Import vendors from SAM.gov

You can create new vendor records either by importing data from SAM.gov or by manually entering the vendor's information.

To import a vendor from SAM.gov:

1. Click Vendors on the side navigation bar to navigate to the Vendors page.
2. Click Plus iconIMPORT to navigate to the Import Vendor from SAM.gov guided experience.
3. In the Search Vendors field, enter a vendor name or UEI and click SEARCH.
   Details populate for any vendors that match your search criteria. If the vendor already exists in your system or is out of date, the system informs you.
4. Select the resulting vendors to import and click IMPORT.

Create vendors

1. Click Vendors on the side navigation bar to navigate to the Vendors page.

2. Click Plus iconCREATE VENDOR to navigate to the Create Vendor guided experience.

   

3. On the Details tab:
   1. In the Name field, enter the vendor's name.
   2. From the System Status dropdown, select Active or Inactive to indicate if the vendor is available for selection within GSS.
   3. In the UEI field, enter the Unique Entity ID. UEI must be 12 alphanumeric characters.
   4. In the CAGE field, enter the CAGE code. CAGE must be 5 alphanumeric characters.
   5. In the Doing Business As field, enter the business name.
   6. In the SAM.gov Expiration Date field, select a vendor's registration expiration date.
   7. Select one or more Vendor Groups using the auto-suggest dropdown. Vendor groups are configured in GAM Acquisition Central.
   8. Enter the vendor's Physical Address details.
   9. Enter the vendor's Mailing Address details.
      1. If the mailing address is the same as the physical address, select the Same as physical address checkbox to auto-populate with the physical address details.
   10. Click NEXT.

   

4. On the Business Information tab, fill in the organization details.

   

5. Click NEXT.

6. On the Financial Information tab, fill in the remittance details.

   

7. Click CREATE.

A dialog appears with a confirmation that the new vendor is created and a link to the vendor record.

Update vendors

1. Click Vendors on the side navigation bar to navigate to the Vendors page.

2. Click Vertical Ellipsis icon corresponding to a vendor and select the Update Vendor option to open the Update Vendor guided experience.

   

3. Update the vendor fields.
4. Click UPDATE.

Sync vendors with SAM.gov

To sync a vendor with SAM.gov in Government Source Selection (GSS):

1. Click Vendors on the side navigation bar to navigate to the Vendors page.
2. Click Vertical Ellipsis icon corresponding to a vendor and select the Sync from SAM.gov option to open the Sync with SAM.gov guided experience.
   A confirmation dialog indicates success or if no new data was returned.
3. Click CLOSE.

Deactivate vendors

To make a vendor unavailable for new procurements without deleting their record in Government Source Selection (GSS), you can deactivate their record.

To deactivate a vendor:

1. Click Vendors on the side navigation bar to navigate to the Vendors page.
2. Click Vertical Ellipsis icon corresponding to a vendor and select the Deactivate Vendor option to open the Deactivate Vendor? confirmation dialog that explains the impact of deactivating the vendor.
3. Click DEACTIVATE.

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