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Users within a specific role have the ability to approve suppliers within the system.

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  1. The approving user will receive a notification via the system to alert them that a new Supplier has been created:
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\"Reminders\"

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  1. Open the record by double clicking on the grey area to the left of the Created By column within the alert:
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\"Created

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\"Supplier\"

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Note: If you choose to snooze the alert, the message will remain in the Open Reminders tab within the user’s dashboard.

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  1. Select New Record>Approved in Locationor select the Approved in Location tab and hit Insert on your keyboard.
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Fill in the relevant fields.

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\"Approved

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FieldDescription
SupplierDefaulted from the previous screen
Approval StatusSelect the relevant approval status
Approved in Location (Hdr)
Date ApprovedEnter/Select the relevant date
Re evaluation DateEnter/Select the relevant date
Financial Check Carried OutCheck this if a financial check has been carried out
QA Questionnaire SentEnter/Select the relevant date
QA Questionnaire ReceivedEnter/Select the relevant date
NotesText field to record additional notes
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  1. Select Close.
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The Supplier has now been approved for that Business Unit and Group Company.

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Note: You will need to add multiple records for each Business Unit and Group Company within your organistation if the supplier is used elsewhere.

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","frontmatter":{"title":"How to Approve Suppliers","tags":["procurement","approve","suppliers","supplier"]}}}}]}},"pageContext":{"isCreatedByStatefulCreatePages":false,"slug":"ug312"}}}