How to Approve Suppliers

Users within a specific role have the ability to approve suppliers within the system.

1. The approving user will receive a notification via the system to alert them that a new Supplier has been created:

2. Open the record by double clicking on the grey area to the left of the Created By column within the alert:

Note: If you choose to snooze the alert, the message will remain in the Open Reminders tab within the user’s dashboard.

3. Select New Record>Approved in Locationor select the Approved in Location tab and hit Insert on your keyboard.

Fill in the relevant fields.

Field	Description
Supplier	Defaulted from the previous screen
Approval Status	Select the relevant approval status
Approved in Location (Hdr)
Date Approved	Enter/Select the relevant date
Re evaluation Date	Enter/Select the relevant date
Financial Check Carried Out	Check this if a financial check has been carried out
QA Questionnaire Sent	Enter/Select the relevant date
QA Questionnaire Received	Enter/Select the relevant date
Notes	Text field to record additional notes

4. Select Close.

The Supplier has now been approved for that Business Unit and Group Company.

Note: You will need to add multiple records for each Business Unit and Group Company within your organistation if the supplier is used elsewhere.