Assess suppliers
In the Procurement / Suppliers menu, you'll find the suppliers that need to be reviewed by the Procurement department. These are suppliers that have been requested to be added to Spend Cloud by employees who wish to place orders here.
In the role of an employee (which can be based on a job profile), you can indicate whether an employee is allowed to request a new supplier.
Assessing a supplier
Procurement department employees with the appropriate permissions can review the requested suppliers in the Procurement / Supplier section. You can assess a supplier by clicking on the row or the hammer icon. Additionally, you can verify the supplier's information and make necessary adjustments to ensure proper registration in Spend Cloud.
You can either:
- Approve a new supplier
The supplier will be added, and you can immediately associate it with a supplier group, allowing employees to place orders with this supplier directly. Any order request associated with the supplier request will now be converted into an order, provided it's approved by a reviewer.
Always check if the supplier doesn't already exist in Spend Cloud (in the Application Management / Procurement / Suppliers menu). Also, verify other details and, for example, select the administrations where orders can be placed with this supplier.
- Disapprove a new supplier:
You provide an explanation and disapprove the supplier. Any associated order request will also be rejected. The requester can modify the order request and resubmit it.
View Supplier Details
By clicking on the magnifying glass icon, you can view the supplier's details. Additionally, on this page, you can see who requested the supplier, and at the bottom of the page, you'll find any order requests associated with this request. Clicking on an order lets you see what an employee would like to order from the new supplier.
All added suppliers in Spend Cloud can be viewed via Application Management / Procurement / Suppliers.
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