Page Comparison

1. Access supplier checklist

When adding a new supplier, when the supplier is marked as Unapproved, the supplier checklist can be accessed and used

From supplier company record (legacy company screen):

• Click icon to right of Business type - which should be set to Supplier (Unapproved)

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If using the new legacy company screen

From supplier company record:

• Click icon to right of Business type - which should be set to Supplier (Unapproved)

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2. Supplier checklist

The types of check displayed is dependent on how your business have chosen to set this up

• Use the link to the right of the check to update the status of it

  • Options offered are: Needed, Not Needed, Sent/Arranged, Completed
    Configuration may prevent a check from being marked as Not Needed

• If your configuration settings allow:

  • Click Add check to add further entries to the list

  • Click the red cross to the right to remove a check

  • Click into the field to edit the check title

• The paperclip icon beside the check allows you to attach associated documents - see 2a
  If a yellow notepad icon is displayed beside the paperclip on a check, this check requires a document to be uploaded before it can be marked as Completed

• The order of the checks can be changed - see 2b

2a. Add/view check documents

Add check documents

• To the right of the check, click the paperclip icon to access Document Management

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• Drag and drop your document over the above window, or click Add and browse to it

• When added, the Edit Document screen allows you to change the document Name and Type 

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• Click Accept
  The document is displayed in the Document Management window

View check documents

From supplier company record (when using the new company screen):

• Click Documents (top left) and tick Include documents from checks

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2b. Change order of checks

• Hover mouse pointer over the check to move

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• Click and drag the double-headed arrow icon on left of screen to move the check

3. Completed supplier checklist

When all items on the checklist are complete:

• Each item will display with a tick to the right of the check title

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• The checklist icon will change to indicate it is complete

  Legacy

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If using the legacy company screen

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New company screen

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:

• The checklist complete icon appears as shown below

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4. Incomplete supplier checks on the Organiser

Incomplete supplier checks can be flagged on the Organiser, this needs to be added to the panel and saved first

From Organiser:

• In the Overview or To-do List panel (for example) hover over panel header and click cog icon

• Tick Supplier checks incomplete

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• Click tick (top right) to save Panel Setup

• The Supplier checks incomplete option is shown in the panel

  • click entry to view the list

  • right-click and select Full results to see more information in a grid

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6. Report on supplier checks

A checks option is available when running a Power Report on company records

From Reports on main menu:

• Click Power Reports

• Select Company Report type

• Click Business Type, leave set to any of and select Unapproved Supplier
  Selecting Unapproved Supplier ensures that new suppliers whose checklist is not complete are shown

• In Linked Records, click Checks

• Select any checks criteria to narrow down the search results, e.g. Status

Example report

This report will return all company supplier records where the supplier is Unapproved and the Supplier bank details added check is currently Needed or Sent/Arranged (i.e. it is not complete)