Understanding vendor statuses

Last updated October 04, 2019
Written by Princess Luzadas

Once a vendor has been invited to Felix, their profile will be assigned a distinct status. This status reflects the vendor's progress towards onboarding for your organisation, as well as their elegibility for sourcing activities.


Note:  Some of the Felix vendor statuses are subject to custom configuration and could differ to those below.

Understand vendor statuses

StatusDescription
InvitedIf a vendor has an Invited status, it means that they have received an invitation to join your organisation on Felix or the vendor has completed the first step of self-registration through your organisation's public registration page.
Pending ApprovalA vendor will show a Pending Approval status after they have submitted an application to your organisation on Felix. A user from your organisation will be required to review and approve the application.

Having a Pending Approval status precludes a vendor from amending their questionnaire responses or updating their vendor details.
Declined

If a vendor has a Declined status, it means their application has been rejected by a staff user from your organisation. This can be a conditional decline - for example, due to insufficient documentation provided during the onboarding process, or inadequate responses to the questionnaire.

Once declined, a vendor can update the relevant part of their submission and re-submit in order to requalify for approval . If the vendor re-submits their application, their status will once again be changed to Pending Approval.

ApprovedThe Approved status will show for a vendor if they have submitted an application to your organisation on Felix and it has been approved by a staff user from your organisation.

Having an Approved status precludes the vendor from amending their questionnaire responses or updating their vendor details.
Suspended

The Suspended status will show if the vendor was previously approved but has since been suspended.

This may be triggered automatically due to expired compliance documents, or manually by an organisation user.

A suspended user is precluded from being engaged through sourcing activities within Felix such as the Browse Panel or RFQs.

Prevented from ApplyingPrevented from Applying is an unconditional decline of a vendor's application request. This status is terminal. The vendor will not be able to re-submit their application to your organisation.


Note:  Once a vendor is Declined, their previous submission will be unlocked for editing. You are not required to unlock the vendor, unless the panel registration dates for this panel have closed. Panel registration dates are controlled by their respective feature and can be configured by your organisation.
Click here to return to Declined


Note:  To automatically suspend a vendor due to expired compliance documents, the Automatic Suspension feature is required to be enabled for your organisation.
Click here to return to Suspended

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