System Admin
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Inviting a new user in VendorPanel with CORE modules
CORE Modules include, but may not be limited to: Procurement Planning Advanced Evaluations Contract Management (Lite or Advanced) Freedom of Information Local Group Mana...
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Managing User Access
All users requiring access to any VendorPanel module must be registered in our sourcing module; Go to Market. Users can be invited to register as a 'Buyer', 'Manager' or '...
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Managing Departments & Positions
Within VendorPanel, Departments are your various teams, groups, areas, divisions, etc, in your organisation. In-system, they are assigned to both a specific record (the de...
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Email Outbox
The outbox shows all emails that were triggered from the system. This would include email reminders, and emails sent from triggered actions in the system. You can filter t...
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Document Templates (Mail Merge)
Document Templates allow you to create customized templates for document generation across various modules. With these templates and their associated mail merge codes,...
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Bulk Record Reassignment
The ‘Bulk Record Reassignment’ function is designed to transfer all records assigned to one user to another. For instance, this may occur when an assigned user leaves the ...
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Managing your Home page in the System Settings
Home is a one-stop shop for everything related to your procurement and contract management, providing a central entry point as well as a place for staff to go to access ad...
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Custom Reporting Fields
Custom reporting fields enable you to capture, analyse, and report on data that isn't already included in the Contract Management module. This data can be captured against...
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User Permissions
User permissions (i.e. their ability to view or update system records) are driven by several factors which are outlined in this article. Please note, these permissions app...
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Managing Email Reminder Settings
The system sends different email reminder messages to VendorPanel users regarding records such as contracts, procurement plans, evaluations, and approvals. Event-based r...