I need to setup approvals for my suppliers before I onboard them via Supplier Onboarding. Is this something that can be done?
What is the issue you're facing?
Before I onboard my suppliers I need to be able to approve their answers to questionnaires and the documents they upload. Is there a way to do this?
Solution
One of the benefits of Supplier Onboaridng is that it allows you to automate your supplier approval process, with each supplier being approved by the relevant team(s) / individual(s).
To ensure that suppliers are taken through the right approval steps, we have included our ‘approval sets’ feature. Here you can create as many approval sets as are necessary in order to allow each type of supplier to be taken through the relevant approval process.
For example you may have a specific approval process for IT-related suppliers that involves the IT department, in which case you can create an “IT-related” approval process in the tool. However please note that only one approval process can be allocated to a supplier, so each approval process should contain all the approval steps required from start to finish.
You can see information on how to create your Approvals Sets in the article linked below:
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