Internal request to invite a vendor to Felix

Available for: Vendor Management

Bringing a new vendor into your supply chain carries risk. For most organisations, the approval process that governs that decision sits outside Felix entirely, disconnected from the invitation and the vendor record it's meant to govern.

Felix now brings that process into the platform. With Vendor Invite Approval, every invitation goes through a configured approval chain before it reaches the vendor, giving your team a single place to request, review, approve, and send, with a complete record of every decision.

How it works

• Requesters submit new vendor requests directly in Felix, capturing the justification and vendor details your team needs to make an informed decision.
• Approval forms are configurable to reflect your organisation's process, capturing the questions that matter to your team before a request moves forward.
• Each request is routed through your configured approval chain leveraging Felix’s existing approval framework, with approvers notified automatically when it's their turn.
• Once all approvals are complete, Felix sends the vendor invitation. No manual handoffs, duplicated effort and approvals tracked outside the system.
• The vendor profile stores the record of the initial request to provide full audibility.

 

What this means for your team

• Procurement teams manage the entire vendor intake process in one place, from incoming requests through to approved vendor, without switching between systems or reconciling records after the fact.
• Requesters search for existing vendors and submit new requests in the same workflow, reducing duplicate invitations and keeping your vendor network clean.
• Requesters stay informed from submission through to vendor onboarding completion, so the process doesn't go dark after the invitation is sent.
• Every approval decision is timestamped and recorded against the request, giving you a complete audit trail without relying on external tools to hold the record.

 

Please reach out to your Customer Success Manager to turn on request to invite a vendor.

 

Send an internal request to invite a new vendor