Managing vendors

Understanding the vendor list
The vendor list is a central location to see all the vendors you have invited to work with your organisation. You can think of the vendor list as an in-dept...

How to search the vendor list
The vendor list is a central location where you can view, filter, search and sort your vendors based on the criteria you set. Tip:  You can learn more ...

How to access a vendor profile
Each vendor you have invited has their own unique vendor profile that contains information pertaining to their business. The vendor profile can be accessed ...

Understanding the vendor profile
Each invited vendor possesses a distinct vendor profile that encompasses their business information. This includes data provided by vendors during onboardin...

How to use custom views
Felix allows you to use a combination of filters and columns to create a custom view of your vendor list which you can save, access later, or set as your de...

How to use vendor tags
To help you manage your vendor base more effectively, each vendor can be assigned with a variety of tags that communicate their unique business attributes. ...

How to track vendor interactions
Felix allows you to track main interactions between a vendor and your organisation, such as status changes and sourcing events. How to view vendor interact...

How to unlock a vendor
Vendors are unable to make further changes to parts of their application once it has been submitted to your organisation and is in Pending Approval or Appro...

How to view a vendor's service listing
When setting up their Felix profile, vendors are required to nominate the services that they are able to provide. A vendor's service listing allows you ...

How to suspend a vendor
If one of your vendors falls into non-compliance, Felix gives you the ability to suspend the vendor. Suspending a vendor precludes them from participating i...