Vendor Communication

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.

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.

How to View Announcements

How Enterprise Users can view announcements sent to vendors in Felix.

How to View Messages

A guide for Enterprise Users on how to view messages with vendors

How to configure a panel

A guide for Enterprise Users on how to configure and manage a panel within Felix.

How to correspond with vendors on an RFQ

A guide for Enterprise Users on how to send notice to all tenders, send an addendum, confirm vendors have acknowledged addendums, send direct messages and receive correspondents on an RFQ.

How to create a Contract record

A guide for Enterprise Users to a create a contract record in Felix.

How to send vendor messages

A guide for Enterprise Users on how to send bulk messages to Vendors through Felix.

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.

Messages

A brief overview of the Message feature in Felix, for Enterprise Users wanting to broadcast communications to their Vendors.

Sending a Post Tender Request

A guide for Enterprise Users on how to send a post tender request with selected quoted vendors in Felix.

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