Compliances, Qualifications & Rate Cards

  • List Administrator Managed Rate Cards

      Assigning Responsibility List Administrators can control who is responsible for completing and updating rate cards via the Enterprise List Wizard. This functionality is...

  • Overview of Compliance, Qualification and Rate Card requirements

    Supplier lists can be set up to have specific requirements that the suppliers must meet to maintain a valid profile on the list. These are broken down into three types, Co...

  • Adding Compliance Requirements

    The Super Admin and the Panel Administrators can select the required compliances that suppliers should provide to meet this list's compliance standards. If you add a comp...

  • Reviewing Supplier Compliance Submissions & Statuses

    Once Suppliers submit their compliance requirements, the Super Admin and the Panel Administrators can review and approve these in the Compliances Dashboard. The dashboard...

  • Managing Compliance Requirements for a Supplier

    In some cases, a supplier registered on one of your supplier lists may not be able to provide one of your required compliance items. For example, a supplier with no emplo...

  • Adding Qualification Requirements

    Qualification requirements can be added to a Supplier List by the Super Admin or the Panel Administrators, prompting Suppliers to provide, fill in or complete these once ...

  • Reviewing Supplier Qualification Submissions & Statuses

    Once Suppliers submit their qualification requirements, the Super Admin and the Panel Administrators can go through and review submissions, approve/decline the submission...

  • Managing Qualification Requirements for a Supplier

    Once qualification requirements have been sent on a Supplier List, the Super Admin and Panel Administrators have the ability to manage which qualification items suppliers...

  • Creating Rate Card Templates

    The information below provides an overview of how the Super Admin and the Panel Administrators can set up Rate Card Templates for your enterprise and how to manage access ...

  • Adding a Rate Card Template to a Supplier List

    Once a Rate Card Template has been created, the Super Admin or a Panel Administrator can then add the template to a Supplier List and allocate it to Suppliers. Select En...

  • Reviewing Supplier Rate Card Submissions & Statuses

    Once Suppliers submit their Rate Card requirements, the Super Admin and the Panel Administrators can go through and review submissions, approve/decline the submissions an...

  • Using Compare Rate Cards

    The Compare Rate Cards functionality allows Buyers to search and compare the rate cards of Suppliers with each other. This allows Buyers to make more informed decisions p...