Using Vendor Approval

Districts can choose to require that vendors be approved before they may be used. Vendor approval is NOT required.

Even when not using vendor approval, the district can add a set of requirements to a vendor that allow you to indicate that certain procedural documentation or actions must be completed in order for vendors to be compliant with district policy.

Set up vendor approval

1. Turn on vendor approval by setting the Enable Vendor Approval value to True in Admin > Admin > Global Settings > Application Settings.

2. Create vendor types with their requirements.

3. Create vendor rejection reasons.

4. Add vendor requirements by selecting the vendor type when creating a vendor. Note: All pre-existing vendors will be assigned the Default vendor type.

5. Mark requirements as fulfilled. Use the Awaiting Requirements (any) or Awaiting Requirements (mine) filter to locate vendors whose requirements haven't been fulfilled yet.

6. Approve or reject vendors.

Once approved, the Payment Info, Policy Info, and Bulk tabs become visible.

You can also return a rejected vendor to pending status or change the rejection reason.

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