Create a supplier and start onboarding
Save one reliable supplier profile and organise the information needed for its review.
Open lesson →Prepare a supplier for internal review
Start the path →0 of 3 lessons put into practice on this device
About this path
Create or reuse the correct supplier, complete one onboarding case with genuine evidence and submit it for the right internal review. Keep a recommendation and submitted case separate from approval or supplier activation.
What you’ll learn
Department requesters and purchasing or Finance reviewers
- One supplier identity and onboarding case have checked information, evidence and scoped conditions with a traceable internal-review status.
Lessons in this path
Review supplier evidence and qualification
Check the supplier’s evidence and record a recommendation that states its scope and any unresolved conditions.
Open lesson →Prepare supplier onboarding for internal review
Build a supplier onboarding case with the actual identity, required information and review scope before qualification.
Open lesson →The lesson ends. The better workflow stays.
Open Workroomly beside the lesson, build one connected motion, and leave the business running better than you found it.