Inviting vendors

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...

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...

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...

Understanding compliance documents
During onboarding vendors are able to upload any required licenses or insurances to support their application. These documents can be used by your organisat...

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 bulk import vendors
If you have an existing list of vendors you'd like to invite into Felix, it can be time consuming to invite them one at a time. Using our bulk import fe...

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...

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...

How to complete a compliance sign-off
If your organisation has configured the Compliance Sign-off feature, you may be required to provide your approval to one or more of the questionnaire sectio...

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 ...