9.2. Review Supplier

Once the New Supplier form has been submitted, the assigned user will receive a notification in their Pending Tasks prompting them to review the supplier.

They will also receive an email notification informing them of the assigned task.

Clicking on either the subject in Pending Tasks or the link in the email will direct the user to the Review Supplier form. in this form, users can assess whether the supplier meets company standards. They can then decide whether to approve the supplier or request additional information/documentation to address any discrepancies or deficiencies.

Highlighted below are the key features of the Review form:

1. Latest Assessment & Next Review Dates

At the top of the form, users can both record the date of the latest assessment and schedule the next review date for the supplier, ensuring timely monitoring of their performance and compliance.

2. Missing or Incomplete Documents

In this section of the form, users can identify any missing or incomplete documents related to the supplier request.

• Are there any missing or incomplete documents?: This checkbox allows users to indicate whether there are any documents that are missing or incomplete.
  • If selected, it will reveal a grid containing the list of requested documents.
    • Add: This button allows users to add a new supplier document.
      • If selected, it will display the Add Supplier Document form.
    • Edit ( ): This button allows users to edit an existing supplier document.

      **To edit, users can also simply double-click on the respective entry in the grid.

!To mark a supplier document as missing, users must select the corresponding Missing checkbox in the grid. Selections can be saved by clicking the Save Changes button or simply clicking outside the grid. To discard selections, click on the Discard Changes button.

3. Approve / Send to Supplier

At the bottom of the New Supplier form, there are the following buttons:

• Approve: This button allows users to approve the supplier, bringing the workflow to an end.

  **By selecting this button, users are essentially confirming that the supplier meets the necessary requirements or standards, and that the company accepts and authorizes the supplier to provide their products.

• Send to Supplier: This button allows users to send a request to the supplier informing them about the missing or incomplete documents.
  • This action prompts the supplier to take necessary steps to provide the missing documents or complete the incomplete ones.