Organisations can take advantage of Felix’s extensive and continually growing network, which includes tens of thousands of Australian and international vendors across a wide range of industries. This marketplace offers a powerful opportunity to connect with vendors who are already active and registered to organisations, improving response rates and time to onboard.
To invite a new vendor to onboard for your organisation using Search Marketplace:
Navigate to your Vendors > View all vendors from the main menu.
Click the Invite Vendor button at the top right corner, or Add Vendor > Invite new vendor for organisations with Internally Managed Profiles enabled.
Under the Search Marketplace tab, search for a company by name, business number or email.
The search results will show details about each vendor and their activity in Felix (see below)
If you’re inviting by email address and there are no results, we’ll include suggestions for vendors using the same email domain (e.g. @acmeconstruction.com.au)
When searching the marketplace, we provide information about the vendor account, to help you find the correct vendor for your organisation’s needs:
Company name and contact details, to help identify the specific division or branch you are looking for.
The business number will be shown for all vendors. For Australian vendors, a warning will be shown for cancelled or unverified ABNs, and you can click the link to view further details on the Australian Business Registry
A summary of the vendor’s account activity will be shown to help focus on the most engaged accounts:
Registrations completed: The number of organisations the vendor has submitted registrations to. You’ll see an additional note if they have recent a very registration in the last 1, 3 or 6 months.
Users: The total number of users on the account will be shown, including a link to see a list of all users, email addresses and roles. This listing is intended to help you find the right account if you have a specific contact in mind.
RFQ activity: If the vendor hasn’t responded (quoted or declined) to any RFQs yet, an additional indicator will be shown - “No RFQ activity”.
If a vendor has already been invited to your organisation, you’ll see their profile in the search results and can view their profile to confirm it’s the correct account to meet your current needs.
Once you’ve found the correct vendor account, click Invite to invite them to you organisation.
An Invite Vendor popup box will appear.
Update the following:
Panel - Select a panel from the dropdown.
Sign-Off Templates - Select a sign-off template from the dropdown.
Vendor tags
This can be set by the organisation and this field will be visible if the Add Vendor Tag is enabled.
Select a tag from the dropdown. You can also add a comment by hovering the selected tag and click the Add Comment button to enter the comment.
Invite Justification
This can be set as Optional or Required by the organisation. If the Enforce New Vendor Justification - Comment is enabled, this field will be required.
The Invite Justification text box will be disabled if the Attach 'New Vendor Justification' file is enabled.
Enter any related vendor invite justification notes or comments.
Dropzone link
This can be set by the organisation and the dropzone link will be visible if the Attach 'New Vendor Justification' file is enabled.
The dropzone link will be disabled if the Enforce New Vendor Justification - Comment is enabled.
Simply click the dropzone link to attach a file.
New Vendor Justification Template
This can be set by the organisation. A template can be added by the organisation if the Manage New Vendor Justification Template is enabled and enabling the Enforce Justification File makes the file as mandatory.
Navigate to Settings > Vendor Settings. Scroll to the bottom and go to Vendor invite justification template file section. Click the dropzone link to attach a file and click the Update button.
Click the Invite button.
Zip files are not supported. For file types that are accepted, refer to File Type Support.
A vendor justification template needs to be added first via the Vendor Settings.
