A new supplier is vetted and qualified
Who is involved
| Role | What they do |
|---|---|
| Supplier | Applies and uploads documents. |
| Buyer | Reviews the application and verifies documents. |
| Procurement manager | Qualifies or rejects the supplier. |
Step by step
- Supplier
Sends an application with the required documents.
What they see:The application waits for review.
- Buyer
Approves it, linking or creating the vendor, and verifies each document.
What they see:The supplier is an applicant with documents verified.
- Buyer
Starts the review.
What they see:The status becomes under review.
- Procurement manager
Qualifies the supplier.
What they see:The supplier can be invited and awarded, and other modules are told.
Who is told what
The applicant is e-mailed the decision; expiring documents are reminded before the date.