Compliances, Qualifications & Rate Cards

  • Overview of Compliance, Qualification, and Rate Card Requirements

    Supplier Lists can be configured with Compliance, Qualification, and Rate Card requirements to ensure that suppliers maintain a valid profile. This article introduces these...

  • Add Compliance Requirements to an Existing Supplier List

    This article provides the step-by-step instructions for adding new compliance requirements to an existing Supplier List. Use this process when you need to update the compli...

  • Manage Compliance Requirements for a Supplier

    This article shows Super Admin and Panel Administrators how to remove a compliance requirement from a specific supplier's profile on a supplier list. Use this when a suppl...

  • Reviewing Supplier Compliance Submissions & Statuses

    As a Super Admin or Panel Administrator, you can review, approve, or decline suppliers' submitted compliance documents using the Compliances Dashboard.Prerequisites Audienc...

  • Add Qualification Requirements to a Supplier List

    This article provides the step-by-step instructions for Super Admins or Panel Administrators to add new qualification requirements to a Supplier List. This is typically don...

  • Manage Qualification Requirements for a Supplier

    Super Admins and Panel Administrators can manage which suppliers are required to provide specific qualification items on a Supplier List. Use this process to exempt selecte...

  • Review a Supplier Qualification Submission

    This article provides the step-by-step process for Super Admins and Panel Administrators to review, approve, or decline qualification submissions from suppliers. You use t...

  • Create a Rate Card Template

    This article shows Super Admins and Panel Administrators how to create a new Rate Card Template for your enterprise. PrerequisitesYou must be a Super Admin or Panel Adminis...

  • Add a Rate Card Template to a Supplier List

    This article provides step-by-step instructions for adding a pre-created Rate Card Template to a Supplier List and allocating it to suppliers. This task is performed after ...

  • Manage Rate Card Access

    This article explains how Panel Administrators can configure which user types are allowed to download Rate Cards and Rate Card comparison results. PrerequisitesYou must be ...

  • Manage Rate Cards as a List Administrator

    This article provides step-by-step instructions for List Administrators to view, edit, or import data for rate cards that they are responsible for completing. Prerequisites...

  • Edit an Assigned Rate Card

    This article provides step-by-step instructions for editing a Rate Card that has already been assigned to a Supplier List. This allows Administrators to manage allocation d...

  • Approve or Decline a Supplier Rate Card Submission

    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...

  • Compare Rate Cards

    This article shows Buyers how to search and compare Supplier rate cards to make more informed decisions before creating an RFx. Prerequisites You must be a Buyer. Your ente...