How can I approve a supplier in Supplier Onboarding?
What's the issue you're facing?
I need to approve a supplier in the Supplier Onboarding module. How do I do this?
Solution
In order to approve a supplier you will need to follow these steps:
Approvals
When a supplier has answered all of their questionnaires, and where necessary all scorers have completed scoring the status of the supplier will move to of 'Pending approvals'.
At this time each of the relevant approvers will receive an email telling them that they have a new approval that needs to be made. This will look like this:
The approver can then click on the link in this email and it will take them directly to the supplier that they need to approve.
Alternatively if the Approver is already logged into the portal, and they have the necessary permissions assigned to them, within the Supplier Onboarding module they'd need to go to the Actions tab.
Within this tab they can see all outstanding actions awaiting their input. For approvals this will be under the Pending Approvals section. If the approver clicks on the relevant supplier link it will take them directly to the supplier, the same way the link in the email would have done.
Once the approver has the supplier open in front of them they would need to review what is relevant to their approval within the questionnaires.
Once the approver is happy on the Approval tab they can click the Approve button.
When they click the Approve button they will see this popup where they can make any notes about the approval and then once happy, click on Confirm Approval.
Note that if this is greyed out then it likely means that all of the approvals in the previous step have not yet been completed.
If the approver is not happy to approve they have a few options available to them. They can choose to Reject the approval, place the approval on Hold or they can Escalate (if an escalation path has been setup for the approval).
They would be presented with the same popup as above for each of the selected options.
The approver can then see the their approval and any notes they added reflected on the Approvals tab
Final Decision
Once all of the approvers have approved the supplier will move into a status of Decision Required. This means that whoever has been granted the rights to make the final decision as to whether to complete the onboarding of the supplier now needs to make that decision.
To do this they need to go to the Decision tab. Within this tab they can choose to Approve, Reject or On Hold the supplier.
If you choose Approve you'll see this popup. On the Groups tab you can assign the supplier to any groups you have created, on the Notes tab you can add any notes and on the Decision Notification tab you choose whether or not to notify your participant of your decision.
Then click on Confirm Decision.
If you choose to Reject or On Hold them, you will see the same pop-up as if you approved them, but will only see the Notes and Decision Notification tabs.
Once you choose the approve option the supplier will move into an Onboarding Complete status.
Related Articles
What is Supplier Onboarding?
Seamlessly integrated into our suite of eProcurement solutions, Supplier Onboarding is designed to support fast-paced and effective supplier onboarding. Supplier Onboarding allows you to customise your onboarding processes to ensure that all ...How do I make an Approval in Supplier Onboarding?
What is the issue you're facing? I need to make an approval in Supplier Onboarding. How can I do this? Solution Please follow the below steps on how to make an approval on SIM: Firstly sign into Market Dojo, then go to Onboarding and then go onto ...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 ...Getting started with Supplier Onboarding
What's the issue you're facing? I have purchased the Supplier Onboarding module and need to set this up but am not sure where to start. What should I do? Solution The below articles should help you understand and navigate setting up your Supplier ...Supplier Onboarding Event Configuration Checklist
Before finalising your SIM Dojo onboarding process and inviting suppliers, we recommend checking that you’ve done the following: Essential: Mapped out your current onboarding process and considered whether this could be optimised / improved Top tip: ...