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...
A guide for Enterprise Users to assist with Searching for Vendors on their Vendor List page.
A guide for Enterprise Users on how to create and manage custom views in their Vendor List.
A guide for Enterprise Users on the onboarding and approval process for getting vendors into your network and list in Felix.
A guide for Enterprise Users on when to recommend change of ownership vs. deleting the vendor account to issue a new invite.
A guide for Enterprise Users to bulk import vendors to invite to Felix.
A guide for Enterprise Users on how to use Felix's filters and columns to create a custom view of your vendor list.
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.
A guide for Enterprise Users on creating, editing, and deleting vendor tags.
A brief overview of Vendor Tags for Enterprise Users.
If you cannot find the information you need, please select Contact support and a member of our Support Team will be in touch.