Spend Data
Adding suppliers to Canopy
- How to bulk update Business Owners
- How to determine which suppliers to add to Canopy and when to add them
- How to add supplier records to Canopy
- How to invite a supplier to Canopy
- How to approve a new supplier request
- How to resend a suppliers invitation
The Supplier's Journey
- How is a supplier notified of their invitation?
- How is a supplier reminded that they need to login and complete their profile?
- How can a supplier allow multiple users to access their profile?
- How does a supplier complete and submit their profile?
- Understanding the error messages on a Supplier Profile
- How the supplier is notified about the progress of their approval
Approving supplier information
- How to find the fields requiring your approval
- Understanding Draft, Submitted and Published views
- How are internal users notified when a supplier profile is awaiting their action?
- How to complete Request Approval
- How to complete Section Approval
- How to complete Bank Verification
Managing the supplier through their lifecycle
- How to find supplier records on Canopy
- How to add/edit data on a Supplier Profile - as a supplier
- How to add/edit data on a Supplier Profile - as an internal user
- How suppliers keep their information up to date in Canopy
- What to do if a supplier falls non-compliant, as a supplier user
- What to do if a supplier falls non-compliant, as an internal user
Contract management
- How to add a Contract to a Supplier's Profile
- How to edit a Contract record
- How to find a Contract record
- How the Renewal Date works
- How Contract Renewal notifications work
- How to collect Contract documents from suppliers
Creating and managing reports
- How to download a Historical Report
- How to build a custom report in Canopy
- How to edit a report
- How to view reports
- How to set user access permissions on reports
- What are the standard reports in Canopy?