Vendor List

An overview of onboarding vendors in Felix

A guide for Enterprise Users on the onboarding and approval process for getting vendors into your network and list in Felix.

Change of Ownership vs. Deleting the Vendor Account to Issue a New Invitation

A guide for Enterprise Users on when to recommend change of ownership vs. deleting the vendor account to issue a new invite.

How to Access a Vendor Profile

A quick guide for Enterprise Users on accessing a Vendor's Profile within Felix.

How to Add the External ID Column

How Enterprise Users can add the external id column in your vendor view.

How to Check if a Vendor has Started an Onboarding Application

How an Enterprise User can check where a vendor is up to in their onboarding application via either the vendor list or vendor profile.

How to Configure Vendor Tags

A guide for Enterprise Users on creating, editing, and deleting vendor tags.

How to Create and Manage a Custom Vendor List View

A guide for Enterprise Users on how to create and manage custom views in their Vendor List.

How to Remove a Vendor

A guide for Enterprise Users responsible for managing Vendors including deleting or removing Vendors who are no longer required in the Organisation's Vendor List.

How to Search the Vendor List

A guide for Enterprise Users to assist with Searching for Vendors on their Vendor List page.

How to Use Custom Views

A guide for Enterprise Users on how to use Felix's filters and columns to create a custom view of your vendor list.

How to Use Vendor Tags

A guide for Enterprise Users on assigning, adding comments, or removing vendor tags.

How to bulk import vendors to invite to Felix

A guide for Enterprise Users to bulk import vendors to invite to Felix.

How to configure sign-off templates

A guide for Enterprise Users to create and manage required staff sign-off on individual sections of the questionnaire in Felix.

Maximising Vendor Adoption

Tips for Enterprise Users on how to maximise vendor adoption

Understanding Vendor Statuses

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 Pending Resubmission and Not Proceeding—to effectively manage and communicate with vendors during the onboarding process.

Understanding the Vendor List

An overview guide for Enterprise Users on understanding the Vendor List page.

Vendor List Overview

How-to-Video for Enterprise Users on Vendor Listing

What are Vendor Tags

A brief overview of Vendor Tags for Enterprise Users.

18 Articles

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