Supplier approval enhancements & supplier accreditation functionality - configuration option

When using supplier checklist functionality, a configuration option is available which prevents a supplier from being approved until the checklist has been completed

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

A configuration option is available which prevents a supplier being approved when the supplier business type has not be specified

• When clicking Unapproved to attempt to approve the supplier and the Supplier Type has not been set, a prompt is displayed

A configuration option is available which requires an approved supplier to be re-approved when changes have been made to the supplier record

The record will need to be re-approved if:

• Supplier Type is changed or added to

• Supplier Core status is changed

• Supplier Office is changed

In this example, the supplier type was approved as Building & Maintenance then Handyman was added as a second type, therefore the following prompt is displayed when saving the company/supplier record

4a. Default supplier accreditation types can be set up

Configuration is available which allows:

• required default accreditations can be setup to differ dependent on supplier type

• different default supplier accreditation lists to be setup for core suppliers or non-core suppliers
  (when using core supplier functionality)

4b. Supplier cannot be approved with expired/missing accreditations

Configuration is available which prevents a supplier from being marked as approved until the default accreditation types for the supplier type have been entered and are valid/in date

With the above configuration in place and supplier accreditations are missing or have expired:

• An exclamation mark icon is displayed beside supplier type

  

• Hovering over the icon displays information on which accreditation certificates need to be entered or have expired

  

• If attempting to approve the supplier, a prompt will be displayed

  

The company/supplier Activity Feed will log when:

• a supplier is marked as approved

• a supplier has been removed as an approved supplier due to a change in the supplier type
  Applies when using the configuration option outlined in section 3 above

  

When using supplier approval functionality, the Property Management panel on the Organiser can flag and display list of suppliers awaiting approval

To add suppliers awaiting approval to the Property Management panel:

• Hover over panel header and click cog icon (top right) to access Panel Setup

  

• Tick Suppliers awaiting approval and click tick icon (top right) to save

  

Suppliers awaiting approval will now be displayed on the Property Management panel:

• Click to view a list of suppliers, or right-click and select Full results to view in a grid

  

• Suppliers awaiting approval can be viewed and three new columns can be added to the grid:

  • Incomplete supplier checks

  • Approvals required

  • Outstanding accreditations
    (available when using supplier accreditation approval functionality, see section 4 above)

To add new columns to the grid

• Right-click over the column headings, select Pick columns then select required columns:
  Incomplete supplier checks, Approvals required, Outstanding accreditations

• The new columns are added to the far right side of the grid - click and drag the column headings to the desired position

• Right-click over the column headings again and click Save grid layout

New columns added to the grid

The columns will show when using this type of grid again - grid functions can be used to sort or filter by content

• To sort the list, click the column heading

• To filter the list by content, click to the right of the column heading (to view filter icon) and enter search text