Supplier qualification

Step by step

1. Open a supplier Buyer

   Buyer records the legal vendor, addresses, default terms and primary contact. The vendor begins in Onboarding so the review has a clear queue.

   • Creates identity and communication details
   • Updates Vendors, Vendor contacts

2. Check identity and terms Procurement Manager

   Procurement Manager reviews vendor code, legal name, EIN and W-9 flag. A parent company can be linked while the contracting entity keeps its own vendor record.

   • Confirms the legal supplier and payment defaults
   • Updates Vendors

3. Check category evidence Procurement Manager

   Buyer identifies the category for the planned purchase. Procurement Manager checks each relevant certificate's type, scope and dates against that category's requirements.

   • Links required qualification to dated evidence
   • Updates Categories, Certifications

4. Decide status Procurement Manager

   Procurement Manager approves an eligible supplier's move to Active and records the person, date and reason. A Suspended or Blocked supplier needs its own reviewed decision; an onboarding action is not a substitute.

   • Records the decision and status history
   • Updates Vendors, Procurement events
   ApprovalA person approves before the work moves on.

5. Prepare purchasing use Buyer

   Buyer confirms a current contact and reads preferred status, commercial terms and qualification before sending a new invitation or order.

   • Uses the reviewed supplier record
   • Updates RFQ invited vendors, Purchase orders

Buyer

Prepares supplier details; Procurement Manager decides qualification and status; Supplier maintains its own contact and evidence; Controller reads the resulting purchasing exposure.