Overview

Felix now calls a vendor's services Categories for Organisation users, and lets you add and remove categories on a vendor's profile yourself. This article lists what has changed, so that the names you used to know match the names Felix shows now. The articles linked below describe how each task works now. Vendors still see the word Services in their own Felix account.

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.

What Has Changed

Names

Before	Now
The Services tab on a vendor's profile (or your organisation's own term for services, which the tab and listing may have shown)	The Categories tab
Full Service Listing in the Services tab dropdown menu	Full Category Listing in the Categories tab dropdown menu
Download Full Service List Data in the Actions menu	Download Full Category List Data in the Actions menu
A vendor's service list	A vendor's category list

The Categories Listing

Before	Now
The Service Name / Category column showed the vendor's own name for each service in bold, with the category underneath	The Category column shows the category name and its parent category in bold. If the vendor has added their own description for the category, the description appears underneath with an information icon.
An Active column showed whether each service was active or inactive, and inactive services were listed	The Active column is removed. The listing shows active categories only. A category the vendor has archived does not appear in the listing and cannot be added; ask the vendor to restore the category.
Separate Dry, Wet and Qty columns	Hover over the information icon in the column to the right of the category name to see the Dry, Wet and Qty details, or N/A where the details do not apply.
A dropdown (All Services) filtered the list by Equipment Hire, Trade or Product, and Search Items searched the vendor's own service names	The dropdown is removed. Type in Search categories, which searches the category name, its parent category and any description the vendor has added.
No warning appeared when a category needed new questions or documents from the vendor	A warning appears under any category that requires mandatory questions or compliance documents the vendor has not yet provided. When you approve a vendor in Pending Approval and a category still needs mandatory questions or documents, the approval window shows This vendor has categories that require mandatory compliance documents or questionnaire answers before approval with a Review categories link back to the listing. The approval warning does not appear for internally managed profiles.

Exporting the Category List

Before	Now
The exported file included ITEM TITLE and ACTIVE columns and inactive services, and the file name contained full-service-list	The exported file lists active categories only, with CATEGORY first and a VENDOR CUSTOM TITLE column for the vendor's own description. The file name contains full-category-list.

Permissions

Before	Now
No permission let you add or remove categories on the profile of a vendor that manages its own profile (only on internally managed profiles).	Manage Vendor Categories lets you add and remove categories on vendor profiles that are not internally managed. Administrator is a global security group, and Felix adds Manage Vendor Categories to the Administrator group automatically. Custom security groups do not get the permission automatically, even if they carry the same permissions as the Administrator group: ask someone who can edit security groups to add Manage Vendor Categories. See How to Configure Security Groups.
Add new and delete vendor services on all internally managed profiles	Add new and delete vendor categories on all internally managed profiles

What You Can Do Now

Task	How it works now
Add a category to a vendor's profile	Click Add Category in the Full Category Listing. See How to Add a Category to a Vendor Profile.
Add a category that brings new mandatory questions or compliance documents	The Add category window tells you what the vendor needs to provide and, depending on the vendor's status, your permissions and the features enabled for your organisation, lets you move the vendor to Pending Resubmission or create an unlock, or add the category without either. See How to Add a Category That Requires Compliance from the Vendor.
Remove a category from a vendor's profile	Click Delete in the Full Category Listing and confirm in the Remove category window. Where the removal hides questionnaire responses or makes compliance documents no longer relevant, the window tells you how many. 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. See How to Remove a Category from a Vendor Profile.
View, search or export a vendor's category list	See How to View a Vendor's Category List.

Before, Organisation users could add and delete categories only on internally managed profiles. You can now add and remove categories on vendors' profiles if your security group has the Manage Vendor Categories permission. On internally managed profiles, the Add new and delete vendor categories on all internally managed profiles permission applies. See How to Configure Security Groups and Organisation user permissions reference: Vendors, compliance and payments.

Related Resources

• How to View a Vendor's Category List
• How to Add a Category to a Vendor Profile
• How to Add a Category That Requires Compliance from the Vendor
• How to Remove a Category from a Vendor Profile
• Organisation user permissions reference: Vendors, compliance and payments