Once Suppliers submit their Rate Card requirements, the Super Admin and the Panel Administrators can go through and review submissions, approve/decline the submissions and then review approved submissions at a later date.

Whether Buyers are able to see an approved Rate Card on a supplier's profile is set when their submission is approved by an Admin (this can also be updated at a later date). You can find steps on setting/editing a Rate Card requirement here: Adding a Rate Card Template to a Supplier List.

The contents below provide step-by-step instructions on how to review suppliers' submitted Rate Cards, approving/declining these submissions and how Buyers can view supplier's qualification details on a supplier's profile.

Reviewing & Approving/Declining Supplier Rate Card Submissions

The steps below provide an overview of how to review and approve/decline qualification submissions from Suppliers.

1. Click on the Verify Supplier quals (all in your lists) link under the Critical Tasks heading of your home page.
   
   
   
   
2. On the Supplier rate cards to approve page, click on the Show Supplier List rate cards button on the right next to the respective Supplier List. 
   
   
   
   
3. Under the Supplier List Rate Cards heading are names of specific Rate Cards that have been completed by Suppliers and are pending review. Click the Show Suppliers button on the right to display a list of Suppliers that have completed the qualification item.
   
   
   
   
4. You can click on the Supplier's name to view their details. Click the Verify submission button on the right to review the Supplier's submitted qualification item, which will appear below.
   
   
   
   
5. When reviewing their submission, the following is available:
   • Submission Details: Includes the date the Rate Card was submitted and the Effective Dates.
   • Status Details: This section states if the submission requires approval. You can select Preview Rate Card to review the submission.
     
     
     
     
6. When previewing the Rate Card, there will be a button in the top right corner to Download the Rate Card in CSV format which can be opened in Microsoft Excel. Click on the Back button
   
   
   
   
7. Once you have reviewed the Rate Card, click the Approve button to approve the submission, or click the Decline button to decline them.
   
   
8. Clicking the Approve or Decline button will expand the page to show a green box (for approvals) or a red box (for declines). Comments can be added to each box regarding your decision.
   • In the first textbox, you can add private comments that the Supplier cannot see.
   • In the second textbox, you can add comments explaining to the Supplier why they have been approved or declined. The Supplier will be able to see these comments.
     
     

9. When approving a document, you will see the option to select whether to show the submission on their public profile on the list by checking the box.
   
   

10. Click the green Approve this submission or Decline this submission button to approve or decline the Suppliers submission.
    
    
    
    

11. Once you approve/decline, the item will be removed from this page. Suppliers will be notified via email if their submission has been approved/decline.

Viewing a Rate Card on a Supplier's Profile

You can use the Compare Rate Cards functionality to search and compare the rate cards of Suppliers with each other. This allows Buyers to make more informed decisions prior to creating their RFx.

All users (administrators, managers, buyers) who have access to a supplier list can view the Supplier Details of each active supplier on the list in the following ways:

• When selecting suppliers on a request
• When viewing the suppliers registered on a list
• When browsing suppliers by categories
• When searching for a supplier

Users can click on the name of the supplier to view their Supplier Details:

A Supplier's Rate Card will be included on their profile if;

• the Supplier has submitted their Rate Card requirements;
• their submission has been approved on the list by an administrator; and
• the administrator has selected to include the details on their profile when approving their submission.

The Rate Card will be accessible on their profile by clicking the link provided: