How do I make a final decision on a supplier in Supplier Onboarding?

How do I make a final decision on a supplier in Supplier Onboarding?

What is the issue you're facing?

I am ready to make a final decision on a supplier in Supplier Onboarding, how do I do this?

Solution

Please follow the below steps on how to make a Final Approval on Supplier Onboarding: (Please note, Final decisions should only be made once all the approvals have been completed and/or their status is 'Decision required')
  1. Firstly sign into Market Dojo, then go onto Supplier Onboarding and then either navigate to the supplier directly and to to the Decisions tab or go onto your Actions tab as described below:

  1. Then the select the supplier you wish to make a final decision for under the heading 'Decision Required':

  1. This will then take you directly onto the decision tab where you can make your approval (here you can also reject them / put them on hold)

  1. When you select 'Approve' the below pop up box will appear, on the first screen you can leave an internal note which can only be accessed by users within your company. Please click next:

  1. This will then take you onto the below tab where you can send a notification to your supplier that they have been approved. If you wish to send this, please tick the box (by default this box is unticked). If you are happy to approve then please click on 'Confirm Decision':


6) Your supplier is now Onboarding Complete :)