Vendor Profiles
Contractor Quick Start Guide
A quick start guide for Enterprise Users in VRM, sourcing, and contract workflows.
1 View•4 Dec 2025•Knowledge Article
How to Access a Vendor Profile
A quick guide for Enterprise Users on accessing a Vendor's Profile within Felix.
1 View•22 May 2025•Knowledge Article
How to Allow Vendors to Update Standard Rates
A guide for Enterprise Users responsible for Vendor Administration and maintenance, who require Vendors to make updates to their Standard Rates.
1 View•25 Aug 2025•Knowledge Article
How to Approve or Decline a Vendor
How Enterprise Users can approve or decline a vendor's application in Felix.
1 View•20 Aug 2025•Knowledge Article
How to Cancel an Engagement
How Vendor Users can permanently cancel a vendor's engagement in Felix.
1 View•14 Aug 2025•Knowledge Article
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.
1 View•20 Aug 2025•Knowledge Article
How to Configure Automatic Vendor Suspension
A guide for Enterprise Users on enabling automatic suspension, automatic unsuspend, and vendor suspension notifications.
1 View•25 Aug 2025•Knowledge Article
How to Configure Vendor Tags
A guide for Enterprise Users on creating, editing, and deleting vendor tags.
1 View•25 Aug 2025•Knowledge Article
How to Deactivate Payment Details
A guide for Enterprise Users who manage Vendors for their Organisation, and need to deactivate a set of Active Payment Details.
1 View•25 Aug 2025•Knowledge Article
How to Manually Add an External ID Type
How Enterprise Users can manually add an external ID type.
1 View•20 Aug 2025•Knowledge Article
How to Reinstate a Suspended Vendor
A guide for Enterprise Users who are responsible for managing Vendors including reinstating suspended Vendors.
1 View•26 Aug 2025•Knowledge Article
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.
1 View•25 Aug 2025•Knowledge Article
How to Suspend a Vendor
A guide for Enterprise Users responsible for Managing Vendors and Vendor suspensions in Felix.
1 View•9 Oct 2025•Knowledge Article
How to Track Vendor Interactions
A guide for Enterprise Users needing to view vendor interactions and the types of interactions between Organisations and their Vendors.
1 View•23 May 2025•Knowledge Article
How to Unlock a Vendor
A guide for Enterprise Users on how to unlock a vendor's application
1 View•20 Aug 2025•Knowledge Article
How to Use Vendor Tags
A guide for Enterprise Users on assigning, adding comments, or removing vendor tags.
1 View•21 May 2025•Knowledge Article
How to View a Vendor's Service List
A guide for Enterprise Users needing to access or export a Vendor's service list
1 View•23 May 2025•Knowledge Article
How to complete a compliance sign-off
How administrator Enterprise Users provide approval, complete and add comments to compliance sign-off assignments in Felix.
1 View•7 Jan 2026•Knowledge Article
How to configure a panel
A guide for Enterprise Users on how to configure and manage a panel within Felix.
1 View•27 Aug 2025•Knowledge Article
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.
1 View•19 Aug 2025•Knowledge Article
How to create a Contract record
A guide for Enterprise Users to a create a contract record in Felix.
1 View•28 Aug 2025•Knowledge Article
How to validate compliance documents
A guide for Enterprise Users needing to validate Compliance Documents after a Vendor adds or updates their profile.
1 View•24 Aug 2025•Knowledge Article
Improved Onboarding Statuses (Beta)
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.
1 View•12 Dec 2025•Knowledge Article
Understanding Automatic Vendor Suspension
An article for Enterprise Users, explaining the Automatic Vendor Suspension feature in Felix.
1 View•25 Aug 2025•Knowledge Article
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.
1 View•28 Apr 2026•Knowledge Article
Understanding the Vendor Profile
An overview for Enterprise Users on vendor profiles
1 View•22 Aug 2025•Knowledge Article
Unlock Request Email Notification
How Enterprise Users can enable the unlock request email notification
1 View•22 Aug 2025•Knowledge Article
Viewing and managing payment details with Eftsure
A guide for Enterprise Users on how to view and manage payment details when the Eftsure Integration is configured in Felix.
1 View•22 Aug 2025•Knowledge Article
What are Vendor Tags
A brief overview of Vendor Tags for Enterprise Users.
1 View•24 Aug 2025•Knowledge Article
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