Request Approval is a workflow step whereby new supplier requests made by the business are approved before the supplier is invited. The step is completed by the Request Approver user role.
To learn more about the Request Approval workflow step and how it works, click here.
To learn more about the Request Approver user role, click here.
To review a new supplier request and complete Request Approval, please follow these steps:
- Select the supplier record you wish to approve.
You may do this by:- Clicking the link in the Request Approval notification email you will have received;
- Selecting the supplier from your Worklist;
- Searching for the supplier in the Supplier List.
To find out more about the notifications you receive, please click here.
- The Request Form will load. Please review the information on the Request Form.
- Please check a valid email address for the supplier is entered in the Contact Email field. This is where the invitation will be sent, and should be a named individual rather than a generic inbox.
- Scroll to the bottom of the Request Form and decide what actions you wish to take:
- If you want to Approve the request, click the Invite Supplier button. This will immediately send an email to the supplier inviting them to complete their profile on Canopy. The Requestor will be notified that their request was approved. The status of the supplier will move to 'Invited Not Responded'.
- If you want to Reject the request, click the Reject Supplier button. No communication will be sent to the supplier. The Requestor will be notified that their request has been denied. The status of the supplier will move to 'Rejected'.
Please note, you must have the Request Approver user role in order to be able to approve new supplier requests.