Understanding the vendor listing
The vendor listing is a central location to see all the vendors you have invited to work with your organisation. You can think of the vendor listing as an in-depth address book.
The vendor listing allows you to view and/or search for vendors based on the filters or criteria of your choosing.
Tip: You can learn more about accessing and using the vendor listing in our guide; How to search the vendor listing.
Understand the vendor listing
The vendor listing provides a snapshot of the most important details of all your vendors. You can customise which information you would like to view in the vendor listing by using the Columns feature, and even save multiple views so you can swap between the information you deem most important.
The table below outlines what information each column holds:
|Name||This column lists the vendor's business name. The contact email for the vendor will also be displayed in this column beneath the business name.|
If another vendor in your listing uses the same business number, a red link icon will be displayed beside the business name, indicating that this business is linked to another.
|Business Number||This column lists the legal/registered business number for tax purposes.|
|Tags||This column displays any tags that have been applied to the vendor.|
Hover over the tag to see the tag caption and any comments that have been applied.
|Panels||This column lists the panels that a vendor is registered on.|
If they have been approved on the panel, it is indicated with a tick icon.
If they are pending approval on the panel, it is indicated with an info icon.
If they are declined or suspended on a panel, it is indicated with a no icon.
You can also hover over the panel name to see their status.
|Status||This column shows the current status of the vendor.|
|Next Expiry||This column lists the next date that a compliance document the vendor has uploaded to their account will expire.|
If the document has already expired, the date will be highlighted in red.
If the document is nearing expiry, the date will be highlighted in gold.
|Performance Score||This column lists the vendor's calculated performance score. It also indicates the number of staff users that rated this vendor.|
You can click the score to see a further breakdown.
|ID||This column lists a unique number used to identify a vendor.|
|Progress||This column indicates the progress of a vendor's onboarding application.|
|Rates||This column allows you to quickly access any standard rates the vendor has submitted.|
You can click the number inside the circle to view the standard rates.