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This guide has been reviewed against our global client base and classed as relevant to all regions

Panel
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panelIcon:wrench:
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bgColor#EAE6FF

Configurable option available via self-service configuration, as outlined here
Enterprise customers can request this option to be enabled/customised, click here to contact Reapit Support

A configuration option is available to provide supplier checklist functionality - the supplier checklist contains items specific to your business requirements

...

This functionality helps to ensure that specific processes and checks are being followed when a new supplier is addedTo enable this configuration option, click here to contact Reapit Support

Tip

Pre-AgencyCloud Prior to version 12.161: supplier approval functionality also needs to be enabled to use the supplier checklist - however, from AgencyCloud version 12.161+, this is not required in order to use it
If supplier approval is not enabled, completing the supplier checklist is an optional process

From AgencyCloud version 12.162+: when using supplier approval functionality, a further configuration option is available which makes the completion of the supplier checklist compulsory, as it requires the checklist to be completed before the supplier can be approved
For more information on this configuration option, see section 7 below

Configuration options for supplier checklists

Checklist items can be set to apply to:

...

Tip

Each of the above configuration settings is set for each checklist item
When contacting Reapit Support to request supplier checklist configuration, please consider which settings are required for each checkand can be done via self-service configuration, as outlined here

1. Access supplier checklist

When adding a new supplier, the supplier checklist can be accessed and used

  • Click icon to right of Business type - which should be set to Supplier
    Up to

AgencyCloud

  • version 12.160, supplier approval functionality also needs to be enabled - this functionality is not a requirement from

AgencyCloud

  • version 12.161+

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If using the legacy company screen

From supplier company record:

  • Click icon to right of Business type - which should be set to Supplier
    Up to

AgencyCloud

  • version 12.160, supplier approval functionality also needs to be enabled - this functionality is not a requirement from

AgencyCloud

  • version 12.161+

    Image Modified

2. Supplier checklist

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

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  • 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 

    Image Modified

  • 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

    Image Modified
Info

When using the legacy company screen, documents added to checks can be viewed by accessing the checklist and clicking the paperclip icon beside the relevant check

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

Tip

Hover over each check title to see details of when it was updated/completed in a tooltip

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

    Image Modified

  • The checklist icon will change to indicate it is complete

    Image Modified

If using the legacy company screen:

  • The checklist complete icon appears as shown below

    Image Modified
Tip

Once marked as complete, the supplier approval process should now be followed
Up to

AgencyCloud

version 12.160, supplier approval functionality also needs to be enabled - this functionality is not a requirement from

AgencyCloud

version 12.161+

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
    When using supplier approval functionality, selecting Unapproved Supplier ensures that new suppliers whose checklist is not complete are shown

  • In Linked Records, click Checks

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

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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)

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7. Require completed checklist before supplier can be approved - configuration option (available from

AgencyCloud

version 12.162+)

A configuration option is available which prevents a supplier from being approved until the supplier checklist has been completed

To enable this configuration option, contact Reapit Support

  • When clicking Unapproved to attempt to approve the supplier and the supplier checklist is not complete, a prompt is displayed

Image Modified
Tip

This option dependent on your system being set-up to require approval when adding suppliers, for more information on supplier approval, click here:
Approve supplier and/or bank details - configuration option

When the configuration options outlined in this section are enabled, another useful configuration that is available to implement (outlined in the following guide), ensures that unapproved suppliers cannot be added to works orders: Unapproved suppliers cannot be added to a works order

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
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Configuration option to provide supplier checklist functionality - the supplier checklist contains items specific to your business requirements - outstanding supplier checks can be flagged in the Organiser and also reported on

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