When requesting a new supplier to be added to Canopy, it may be necessary for the request to be approved before the supplier is invited. This is an optional configuration in the Canopy workflow.
If your instance of Canopy requires new supplier requests to be approved, this will need to be completed before the supplier is invited. If you do not require this approval step, the supplier will be invited immediately when the request is submitted.
In this article, you will learn:
How to tell whether a supplier invite needs to be approved
How to approve or reject a new supplier request
How to tell whether a supplier invite needs to be approved
You can identify whether a supplier is awaiting approval prior to invite by checking the Status of the supplier record, as follows:
- If the supplier status is Requested, the request is awaiting approval before the supplier will be invited.
- If the supplier status is Invited or Invited Not Responded, the supplier has already been invited.
You will be able to check if your supplier(s) is awaiting approval by searching for them in the Supplier List. Click here to find out more about how to search for suppliers.
How to approve or reject a new supplier request
Click here to learn how to approve or reject a new supplier request.
For more information on the request approval workflow, see our user guide: What is the Request Approval workflow?