Organisation

This article explains the various Felix vendor onboarding statuses and details how each status impacts vendor eligibility, automated system behaviors, and required application updates. This guide is designed specifically for organisation users who review vendor applications and need to understand how to correctly apply statuses—such as...

This article is for Organisation Administrators who are needing to enable the Guest Access feature and Staff Users wanting to add Guest Vendor Users to sent RFQs to speed up the quoting process.

This article is for Felix Enterprise users and outlines how the “Record Matching” workflow helps prevent duplicate supplier records in Eftsure by checking for existing matches before creating new ones. It includes guidance on how matching works, how to review detected records, and how to approve, decline, or create new Eftsure records...

This article is for Felix Enterprise users and explains how to enable and use Eftsure Entities, assign entities to vendor payment details, understand the workflow differences with Record Matching, and ensure payment details are correctly sent to Eftsure for verification.

This article helps users resolve the “Your connection is not private” error when accessing Felix services.

A guide for Enterprise Users on how to use the vendor resubmission workflow. Instead of just approving or declining, teams can request updates from Vendors. Vendors receive step-by-step instructions and reminders to help them resubmit, while procurement teams get visibility into application status.

A quick start guide for Enterprise Users in VRM, sourcing, and contract workflows.