How to approve/reject a supplier

Once a supplier submits their onboarding details, you can review and approve or reject their application.

Written By Jonty Swift

Last updated 7 months ago

  1. Supplier Completes Onboarding
    After receiving their onboarding link, the supplier will fill in their details and submit the form.

  2. Go to the Suppliers Tab
    Click on the “Suppliers” tab at the top left of the window.

  3. View Supplier Status Categories
    A window will appear with three tabs:

    • Active Suppliers

    • Pending Approval

    • Rejected

  4. Select Pending Approval
    Click on the “Pending Approval” tab to view suppliers waiting for approval.

  5. Review the Supplier
    Hover over the supplier you’d like to review where you can also click into their name to view their submitted details.

  6. Approve or Reject

    On the right-hand side of the supplier entry, click the dropdown and choose either:

    • Approve

    • Reject

  7. Once approved, the supplier will be moved to the Active Suppliers list. If rejected, they'll appear in the Rejected tab.