Use these steps to review, approve, or decline a Supplier Rate Card submission. Super Admins and Panel Administrators should use this process after a supplier has submitted their rate card and it's pending review.
Prerequisites
Role: You must be a Super Admin or Panel Administrator.
Data: A supplier must have completed and submitted their Rate Card requirements.
Reviewing and Approving / Declining Submissions
Follow these numbered steps to review the rate card submission and approve or decline it.
Click the Verify Supplier Rate Cards link under the Critical Tasks heading on your home page.
On the Supplier rate cards to approve page, click the Show Supplier List rate cards button next to the relevant Supplier List.
Under the Supplier List Rate Cards heading, click the Show Suppliers button next to the specific Rate Card name that is pending review. This displays a list of suppliers who have completed the item.
Click the Supplier's name to view their details. Then, click the Verify submission button to review the submitted Rate Card item, which appears below.
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When reviewing the submission, check the following sections:
Submission Details: Includes the submission date and Effective Dates.
Status Details: States if approval is required. Select Preview Rate Card to review the submitted data.
When previewing, you can click the Download button in the top right corner to download the Rate Card in CSV format (to be opened in Microsoft Excel). Click the Back button to return to the review page.
Once reviewed, click the Approve button to approve the submission or the Decline button to decline it.
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The page will expand to show a green box (for approval) or a red box (for decline). You can add comments in two textboxes:
First textbox: Add private comments that the supplier cannot see.
Second textbox: Add comments to explain your decision to the supplier. The supplier will be able to see these comments.
When approving, you'll see an option to check a box to select whether to show the submission on their public profile on the list.
Click the green Approve this submission or Decline this submission button to finalize your decision.
Results / Validation
The approved or declined item will be removed from the Supplier rate cards to approve page. Suppliers will be notified of the decision via email.
Viewing an Approved Rate Card on a Supplier's Profile
Any user (Administrators, Managers, Buyers) who has access to the supplier list can view the approved Rate Card on the supplier's profile if these three conditions are met:
The supplier submitted their Rate Card.
The submission was approved on the list by an administrator.
The administrator selected to include the details on their profile during the approval process.
Users can view the Supplier Details of active suppliers by selecting suppliers on a request, viewing suppliers registered on a list, browsing suppliers by categories, or searching for a supplier.
What's Next / Related
Limits & Notes
The ability for Buyers to see an approved Rate Card on a supplier's profile is set when the submission is approved, but this can also be updated later.