Overview

Felix lets Organisation users remove a category from a vendor's profile when the category no longer reflects what your organisation expects of the vendor. You remove a category from the Categories listing on the vendor's profile using the Delete action. Felix asks you to confirm first, and tells you how many questionnaire responses and compliance documents the removal affects.

Removing a category removes the category from your organisation's panels. The vendor keeps the category if the Felix Vendor Marketplace or another organisation still uses the category; otherwise the category is removed from the vendor's account. The vendor is not notified.

Prerequisites & Permissions

• You have the Manage Vendor Categories permission.
• For an internally managed profile, you need the Add new and delete vendor categories on all internally managed profiles permission instead, and the Internally Managed Profiles feature must be enabled for your organisation.

TIP: If your organisation uses custom terms, the words Vendor and Panel in this article appear as your organisation's configured terms (for example Supplier) on the Categories screens and in the messages Felix shows.

How to Remove a Category from a Vendor Profile

1. Select Vendors > View all vendors from the main menu.
2. Find the vendor by using the quick search or the filters.
3. Click the vendor's name, or hover over the ellipsis icon and select View Profile.
4. Click the Categories tab and select Full Category Listing from the dropdown menu.
5. Find the category by scrolling the listing or typing in Search categories.
6. Click Delete at the end of the category's row. The Remove category window opens.
7. Read the message in the window. The message depends on the effect of the removal:
   1. Nothing is hidden. The window says You are about to remove [category] from this vendor's profile. Are you sure you want to continue? The same message appears when another organisation still uses the category.
   2. Questionnaire responses only. The window says Removing this category will hide [number] provided response(s) which will no longer be relevant to the vendor in the following questionnaire sections: [section names]. A warning box asks Are you sure you want to remove this category? Impacted responses will only be visible if the category is added back to the vendor profile.
   3. Compliance documents only. The window says Removing this category will make [number] provided compliance document(s) no longer relevant to the vendor: [document names]. No warning box appears, because provided documents are not hidden or deleted.
   4. Both responses and compliance documents. The window gives the number of responses that will be hidden and the number of documents that will no longer be relevant, with an information icon beside each number. Hover over an icon to see the names of the affected sections or documents. The same warning box appears.
8. Click Remove to confirm, or Go back to leave the category in place.

What happens next?

• Felix shows Category removed and the listing refreshes without the category. On an internally managed profile, Felix shows Category deleted instead, and Delete removes the category outright.
• The category is removed from your organisation's panels. If the Felix Vendor Marketplace or another organisation still uses the category, the vendor keeps the category, and only your organisation's name is removed from that category on the vendor's side. If no other organisation or the Marketplace uses the category, the category is removed from the vendor's account.
• The vendor is not notified.
• Questionnaire responses the vendor already gave are kept but hidden. The responses reappear if you add the category back. Compliance documents the vendor provided are kept, and stop being required if no other category or rule still needs them.
• Felix clears approval sign-offs on the questionnaire sections that the removal hides, including sections that depend on a hidden question. Sign-offs that were assigned through a questionnaire template assignment may stay in place. Cleared sign-offs are not restored when you add the category back, so assign them again if you need them.
• To restore a removed category, use Add Category. See How to Add a Category to a Vendor Profile.

Troubleshooting

Issue	What to do
I can't see Delete in the listing.	Check that your security group includes Manage Vendor Categories. Without the permission, the entire Delete column is hidden. For an internally managed profile, check the internally managed profiles permission instead.
Felix shows There was an error checking this category. Please try again.	Felix could not work out the effect of the removal, so the Remove category window did not open and nothing was removed. Click Delete again. If the error continues, contact the Support team.
Felix shows There was an error removing this category.	The category is still on the vendor's profile. Refresh the listing and try again. If the error continues, contact the Support team.
The category is still on the vendor's account after I removed the category.	Your organisation's association was removed, but the Felix Vendor Marketplace or another organisation still uses the category, so the vendor keeps the category. No action is needed.
I removed a category by mistake.	Add the category back with Add Category. The questionnaire responses reappear. Approval sign-offs that were cleared do not reappear and need to be assigned again.

Related Resources

• How to Add a Category to a Vendor Profile
• How to Add a Category That Requires Compliance from the Vendor
• How to View a Vendor's Category List
• Understanding Compliance Sign-offs
• How to Configure Security Groups