Enterprise Help Centre

Vendor Profile

How to review vendor applications
Once a vendor has completed the onboarding for your organisation, their status within Felix will change from Invited to Pending Approval. You can review the...
How to access a vendor profile
Each vendor you have invited has their own unique vendor profile that contains information pertaining to their business. The vendor profile can be accessed ...
How to review questionnaire responses
Throughout the registration process, vendors are required to respond to a variety of questions relating to compliance, as well as general information about ...
How to manage a vendor's panel memberships
Panels can be used to organise your vendors based on the services they provide, or the level of compliance required to pre-qualify for your organisation. A ...
Understanding the vendor profile
Each vendor you have invited has their own unique vendor profile that contains information pertaining to their business. This includes information that vend...
How to validate compliance documents
You can view and validate the compliance documents uploaded by vendors as part of their onboarding application. Documents are pending until actioned by a me...
How to use vendor tags
To help you manage your vendor base more effectively, each vendor can be assigned with a variety of tags that communicate their unique business attributes. ...
Understanding compliance documents
During onboarding vendors are able to upload any required licenses or insurances to support their application. These documents can be used by your organisat...
How to approve or decline a vendor
After reviewing a vendor's submission you can approve or decline their application as necessary. Note:  Only organisation users with the necessary...
How to track vendor interactions
Felix allows you to track main interactions between a vendor and your organisation, such as status changes and sourcing events. How to view vendor interact...
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