Help Centre
Enter your search term here...
Search
Support
Help Centre
Contact Support
Platform Status
Release Notes
Topics
Getting started
Profile & preferences
Account & security
First steps for vendors
Product updates
Vendors
Onboarding with organisations
Entering vendor details
Panel selection
Services
Questionnaire
Standard rates
Compliance documents
Job history
Payment details
Receiving RFQs
Responding to RFQs
Managing contract deviations and special conditions
Managing RFQs
User Management
Security Groups
Contractors
Inviting vendors
Managing vendors
Communicating with vendors
Working with projects
Creating procurement schedules
Sending RFQs
Managing sent RFQs
Managing contract deviations and special conditions
Analysing RFQ responses
Using approval workflows
Raising an award from an RFQ
Evaluating vendors
Engaging vendors
Generating reports
Organisation administration
Felix fundamentals
Tips & tricks
Contractor how-to videos
Vendor how-to videos
Enterprise success
Extras
Support services
Additional information
Integrations
Web API
Single Sign-On
Oracle Aconex
InEight Document Integration
Home
Contractors
Inviting vendors
Inviting vendors
How to review vendor applications
Once a vendor has completed the onboarding for your organisation, their status within Felix will change from Invited to Pending Approval. You can review the...
Understanding compliance sign-offs
Throughout the onboarding process, vendors may be required to respond to a variety of questions relating to compliance, as well as general information about...
How to invite a marketplace vendor
Organisations can tap into Felix's growing network of over 50,000 Australian and international vendors. Find vendor accounts for companies already using...
Understanding vendor statuses
Once a vendor has been invited to Felix, their profile will be assigned a distinct status. This status reflects the vendor's progress towards onboarding...
How to review questionnaire responses
Throughout the registration process, vendors are required to respond to a variety of questions relating to compliance, as well as general information about ...
Introducing sign-off templates
Sign-off templates allow your organisation to automatically designate individual sections of the questionnaire to a staff user to provide their sign-off. Mu...
How to invite new vendors or suppliers
If you have a specific contact email or new company that you want to invite to Felix, you can invite new vendors or suppliers at any time. This will create ...
How to manage a vendor's panel memberships
Panels can be used to organise your vendors based on the services they provide, or the level of compliance required to pre-qualify for your organisation. A ...
How to validate compliance documents
You can view and validate the compliance documents uploaded by vendors as part of their onboarding application. Documents are pending until actioned by a me...
How to configure sign-off templates
Sign-off templates allow your organisation to configure an approval process in which specific staff users are required to sign off on individual sections of...
« Previous
1
2
Next »