Vendor Management

"Record Matching" Workflow for the Eftsure Integration

This article is for Felix Enterprise users and outlines how the “Record Matching” workflow helps prevent duplicate supplier records in Eftsure by checking for existing matches before creating new ones. It includes guidance on how matching works, how to review detected records, and how to approve, decline, or create new Eftsure records based on the results.

1 View•18 Mar 2026•Knowledge Article

An overview of onboarding vendors in Felix

A guide for Enterprise Users on the onboarding and approval process for getting vendors into your network and list in Felix.

1 View•27 Aug 2025•Knowledge Article

Approval Instances Report

A guide for Enterprise Users to generate approval instances reports in Felix.

1 View•27 Aug 2025•Knowledge Article

Best Practice - Inviting Vendors for the 1st time

1 View•17 Dec 2025•Knowledge Article

Change of Ownership vs. Deleting the Vendor Account to Issue a New Invitation

A guide for Enterprise Users on when to recommend change of ownership vs. deleting the vendor account to issue a new invite.

1 View•27 Aug 2025•Knowledge Article

Compliance Document Notifications for Contracted Vendors

Enables automated reporting of expiring documents, specifically for Vendors with an Active Contract.

1 View•24 Aug 2025•Knowledge Article

Contract Compliance Document Notifications

How Users with Contract Management permissions can send and generate a report of expiring compliance documents.

1 View•26 Aug 2025•Knowledge Article

Contractor Quick Start Guide

A quick start guide for Enterprise Users in VRM, sourcing, and contract workflows.

1 View•4 Dec 2025•Knowledge Article

Create an Internally Managed Profile

A guide for Enterprise users on utilising the Internally Managed Profile functionality to create a new Organisation managed Vendor Profile.

1 View•25 Aug 2025•Knowledge Article

Enterprise Support Services

Included and excluded services on the Enterprise subscription

1 View•20 Aug 2025•Knowledge Article

Example Vendor Performance Evaluation Template

1 View•22 Jan 2026•Knowledge Article

FAQs Inviting Vendors

FAQs on Inviting Vendors

1 View•25 Aug 2025•FAQ

Felix Vendor Onboarding Overview

Am overview for Enterprise Users on how to onboard vendors in Felix.

1 View•20 Aug 2025•Knowledge Article

Get Notified When a Vendor Submits a Quote

How Enterprise Users can enable notification for individual quote responses.

1 View•20 Aug 2025•Knowledge Article

Get Notified When a Vendor Updates their Compliance Documents

How Enterprise users can enable notifications when a vendor updates their compliance documents.

1 View•20 Aug 2025•Knowledge Article

Get Notified of Expiring Vendor Documents

How Enterprise Users can enable notifications of expiring vendor documents in Felix.

1 View•20 Aug 2025•Knowledge Article

Get Notified of New Vendor Submissions

How Enterprise Users can enable notification for new vendor submissions.

1 View•20 Aug 2025•Knowledge Article

Global Security Groups Permissions

Global security groups permissions available to organisations.

1 View•20 Aug 2025•Knowledge Article

How to Access a Vendor Profile

A quick guide for Enterprise Users on accessing a Vendor's Profile within Felix.

1 View•22 May 2025•Knowledge Article

How to Add Services to an RFQ

How Enterprise Users can add services, setting pricing requirements and quote requirements, adding evaluation templates, and assigning documents to a service

1 View•27 Aug 2025•Knowledge Article

How to Add an External ID Type

How Enterprise Users can add an external ID type.

1 View•20 Aug 2025•Knowledge Article

How to Add the External ID Column

How Enterprise Users can add the external id column in your vendor view.

1 View•20 Aug 2025•Knowledge Article

How to Allow Vendors to Update Standard Rates

A guide for Enterprise Users responsible for Vendor Administration and maintenance, who require Vendors to make updates to their Standard Rates.

1 View•25 Aug 2025•Knowledge Article

How to Apply a Sign-off Template to a Vendor

A guide to applying sign-off templates to a Vendor

1 View•21 Aug 2025•Knowledge Article

How to Approve or Decline a Vendor

How Enterprise Users can approve or decline a vendor's application in Felix.

1 View•20 Aug 2025•Knowledge Article

How to Assign an Evaluation within an RFQ

How Enterprise Users can assign an evaluation in a single RFQ

1 View•20 Aug 2025•Knowledge Article

How to Bulk Import Vendors

A guide for Enterprise users on how to perform a bulk import of Vendors to their Vendor List.

1 View•25 Aug 2025•Knowledge Article

How to Cancel an Engagement

How Vendor Users can permanently cancel a vendor's engagement in Felix.

1 View•14 Aug 2025•Knowledge Article

How to Check if a Vendor has Started an Onboarding Application

How an Enterprise User can check where a vendor is up to in their onboarding application via either the vendor list or vendor profile.

1 View•20 Aug 2025•Knowledge Article

How to Complete an Approval Request

A guide for Enterprise Users on how to approve or decline an approval workflow request and overriding an approval in Felix.

1 View•27 Aug 2025•Knowledge Article

How to Configure Automatic Vendor Suspension

A guide for Enterprise Users on enabling automatic suspension, automatic unsuspend, and vendor suspension notifications.

1 View•25 Aug 2025•Knowledge Article

How to Configure Compliance Document Rules

How Enterprise Users can add a panel, category or questionnaire response rule for compliance documents

1 View•20 Aug 2025•Knowledge Article

How to Configure Vendor Tags

A guide for Enterprise Users on creating, editing, and deleting vendor tags.

1 View•25 Aug 2025•Knowledge Article

How to Configure the New Vendor Request Approval Feature (Administrator Guide)

Guides Felix organisation administrators through configuring the New Vendor Request Approval feature — including assigning the Request new vendor and approval permissions to security groups, creating approval groups with the New vendor request approvals toggle enabled, building approval routes with multi-level approver chains, and enabling the Optional Business Number organisation setting. Both the Approval Workflows feature and the New Vendor Request Approval feature must be enabled by the Felix team before configuration can begin. Contact your Customer Success Manager to request enablement.

1 View•13 Aug 2026•Knowledge Article

How to Create a Special Condition

How Enterprise Users can create a special condition.

1 View•20 Aug 2025•Knowledge Article

How to Create an Evaluation Assignment

How Enterprise Users can create and assign evaluation assignments on vendors, vendor RFQ responses or vendor engagements in Felix.

1 View•15 Aug 2025•Knowledge Article

How to Create an Evaluation Template

How Enterprise Users can create evaluation templates for vendors, vendor RFQ responses or vendor engagements in Felix.

1 View•15 Aug 2025•Knowledge Article

How to Create and Manage a Custom Vendor List View

A guide for Enterprise Users on how to create and manage custom views in their Vendor List.

1 View•27 Aug 2025•Knowledge Article

How to Create and Modify Approval Workflows

A guide for Enterprise Users with the Manage Approval Workflows permission (or Administrator Security Group) on how to create Approval Groups, Approval Routes along with adding/replacing/removing Approvers in their Approval workflow.

1 View•2 Jun 2025•Knowledge Article

How to Deactivate Payment Details

A guide for Enterprise Users who manage Vendors for their Organisation, and need to deactivate a set of Active Payment Details.

1 View•25 Aug 2025•Knowledge Article

How to Deactivate or Re-activate a Sign-off Template

A guide for Enterprise Users who need to deactivate or reactivate a Sign-off Template.

1 View•21 May 2025•Knowledge Article

How to Engage a Vendor Using the Browse Panel

A guide for Enterprise Users on engaging a vendor using the Browse Panel feature.

1 View•26 Aug 2025•Knowledge Article

How to Invite Additional Vendors to an RFQ

A guide for Enterprise Users on how to invite additional vendors to an RFQ.

1 View•20 Aug 2025•Knowledge Article

How to Invite New Vendors or Suppliers

A guide for Enterprise Users on how to invite new vendors or suppliers to Felix Marketplace

1 View•27 Aug 2025•Knowledge Article

How to Invite a Marketplace Vendor

A guide for Enterprise users on how to invite a vendor to your organisation from the Marketplace.

1 View•25 Aug 2025•Knowledge Article

How to Manage a Vendor's Panel Memberships

A guide for Enterprise users who are viewing, approving or declining a Vendor's panel membership or adding/removing a Vendor from a panel.

1 View•27 Aug 2025•Knowledge Article

How to Manually Add an External ID Type

How Enterprise Users can manually add an external ID type.

1 View•20 Aug 2025•Knowledge Article

How to Perform an Evaluation

How Enterprise Users can complete an assigned evaluation and evaluate a vendor or an RFQ response directly in Felix.

1 View•15 Aug 2025•Knowledge Article

How to Prepare an Approval

A guide for Enterprise Users using the Sourcing module, who are required to prepare Approval Workflows for Requests for Quotation (RFQ) or Recommendations for Award (RFA).

1 View•25 Aug 2025•Knowledge Article

How to Reinstate a Suspended Vendor

A guide for Enterprise Users who are responsible for managing Vendors including reinstating suspended Vendors.

1 View•26 Aug 2025•Knowledge Article

How to Remove a Sign-off Template

A guide for Enterprise users on viewing, archiving, or restoring a Sign-off Template.

1 View•19 Aug 2025•Knowledge Article

How to Remove a Vendor

A guide for Enterprise Users responsible for managing Vendors including deleting or removing Vendors who are no longer required in the Organisation's Vendor List.

1 View•25 Aug 2025•Knowledge Article

How to Review Questionnaire Responses

How Enterprise Users can review vendor questionnaire responses

1 View•20 Aug 2025•Knowledge Article

How to Review Vendor Applications

How Enterprise Users can review vendor applications, including details, questionnaires, compliance documents, standard rates, job history and payment details.

1 View•27 Aug 2025•Knowledge Article

How to Review and Action a New Vendor Request (Approver Experience)

Explains how approvers review and action a New Vendor Request in Felix — covering how to access the approval page via email notification or My Tasks, review submitted business details and custom questions, populate invitation details (panel, sign-off template, and tags), and use the Approve request, Decline request, or Action on behalf buttons. Covers all button states, the final approval step that triggers the vendor invitation email, and how to act on behalf of another approver. For users assigned as approvers in a New Vendor Request approval chain.

1 View•13 Aug 2026•Knowledge Article

How to Search the Vendor List

A guide for Enterprise Users to assist with Searching for Vendors on their Vendor List page.

1 View•27 Aug 2025•Knowledge Article

How to Set Panel Registration Dates

How Enterprise Users can set panel registration dates

1 View•20 Aug 2025•Knowledge Article

How to Submit a New Vendor Request

Explains how to submit a New Vendor Request in Felix - the structured approval workflow that validates vendor details and routes the request through an internal approval chain before a vendor invitation is sent. Covers opening the request form, completing Business Details (email address, operating country, business number, and business name), answering custom questions, selecting an approval route, and submitting the request. Available to Enterprise organisation users with the Request new vendor permission when the New Vendor Request Approval feature is enabled.

1 View•13 Aug 2026•Knowledge Article

How to Suspend a Contract Deviation Request

How Enterprise Users can suspend a contract deviation request.

1 View•20 Aug 2025•Knowledge Article

How to Suspend a Vendor

A guide for Enterprise Users responsible for Managing Vendors and Vendor suspensions in Felix.

1 View•9 Oct 2025•Knowledge Article

How to Track Vendor Interactions

A guide for Enterprise Users needing to view vendor interactions and the types of interactions between Organisations and their Vendors.

1 View•23 May 2025•Knowledge Article

How to Track and Expedite Approval Progress

How Enterprise Users can view approval progress, send reminders to approvers and raise awareness of options in Felix.

1 View•20 Aug 2025•Knowledge Article

How to Track the Progress of a New Vendor Request

Explains how requesters monitor the progress of a submitted New Vendor Request in Felix using My Tasks > Approval Instances - covering how to filter by type, read the Status, Awaiting, and Waiting for columns, understand what Pending, Sent, and Declined statuses mean, open the full approval view for detail, and send a reminder email to the next approver in line using Remind next in line. Also lists the automatic notification emails Felix sends to requesters at key workflow milestones, including submission confirmation, decline notification, and final approval confirmation.

1 View•13 Aug 2026•Knowledge Article

How to Unlock a Vendor

A guide for Enterprise Users on how to unlock a vendor's application

1 View•20 Aug 2025•Knowledge Article

How to Update a Special Condition

How Enterprise Users can update a special condition

1 View•20 Aug 2025•Knowledge Article

How to Use Custom Views

A guide for Enterprise Users on how to use Felix's filters and columns to create a custom view of your vendor list.

1 View•25 Aug 2025•Knowledge Article

How to Use Vendor Tags

A guide for Enterprise Users on assigning, adding comments, or removing vendor tags.

1 View•21 May 2025•Knowledge Article

How to Use the Browse Panel

A guide for Enterprise Users who are using the Browse Panel feature to search for and engage with Vendors.

1 View•26 Aug 2025•Knowledge Article

How to Validate Payment Details

A short guide to manually validating Payment Details in Felix.

1 View•22 Aug 2025•Knowledge Article

How to View Announcements

How Enterprise Users can view announcements sent to vendors in Felix.

1 View•25 Aug 2025•Knowledge Article

How to View Assigned and Completed Evaluations

How Enterprise Users can view assigned and completed evaluations and view single, comparisons or all.

1 View•20 Aug 2025•Knowledge Article

How to View Messages

A guide for Enterprise Users on how to view messages with vendors

1 View•21 Aug 2025•Knowledge Article

How to View a Vendor's Service List

A guide for Enterprise Users needing to access or export a Vendor's service list

1 View•23 May 2025•Knowledge Article

How to bulk import vendors to invite to Felix

A guide for Enterprise Users to bulk import vendors to invite to Felix.

1 View•27 Aug 2025•Knowledge Article

How to complete a compliance sign-off

How administrator Enterprise Users provide approval, complete and add comments to compliance sign-off assignments in Felix.

1 View•7 Jan 2026•Knowledge Article

How to configure a panel

A guide for Enterprise Users on how to configure and manage a panel within Felix.

1 View•27 Aug 2025•Knowledge Article

How to configure sign-off templates

A guide for Enterprise Users to create and manage required staff sign-off on individual sections of the questionnaire in Felix.

1 View•19 Aug 2025•Knowledge Article

How to correspond with vendors on an RFQ

A guide for Enterprise Users on how to send notice to all tenders, send an addendum, confirm vendors have acknowledged addendums, send direct messages and receive correspondents on an RFQ.

1 View•27 Aug 2025•Knowledge Article

How to find comments on archived or replaced compliance documents

A guide for Enterprise Users on how to archive comments and replace compliance documents.

1 View•24 Aug 2025•Knowledge Article

How to insert or modify approvers in an approval route

How Enterprise Users can insert or modify approvers in an approval route in Felix.

1 View•15 Aug 2025•Knowledge Article

How to send vendor messages

A guide for Enterprise Users on how to send bulk messages to Vendors through Felix.

1 View•25 Aug 2025•Knowledge Article

How to validate compliance documents

A guide for Enterprise Users needing to validate Compliance Documents after a Vendor adds or updates their profile.

1 View•24 Aug 2025•Knowledge Article

Improved Onboarding Statuses (Beta)

A guide for Enterprise Users on how to use the vendor resubmission workflow. Instead of just approving or declining, teams can request updates from Vendors. Vendors receive step-by-step instructions and reminders to help them resubmit, while procurement teams get visibility into application status.

1 View•12 Dec 2025•Knowledge Article

Introducing the AI-Powered Compliance Documents Recognition

An introduction to Felix's AI-Powered Compliance Document recognition tool

1 View•14 Jun 2024•Knowledge Article

Inviting Vendors FAQs

A frequently asked questions guide for Enterprise Users who are Inviting vendors to their Organisation.

1 View•22 May 2025•FAQ

Managing an Internally Managed Profile

A guide for Enterprise Users on how to manage an existing Internally Managed Vendor Profile (Organisation Managed Vendor Profile).

1 View•25 Aug 2025•Knowledge Article

Maximising Vendor Adoption

Tips for Enterprise Users on how to maximise vendor adoption

1 View•21 Aug 2025•Knowledge Article

Messages

A brief overview of the Message feature in Felix, for Enterprise Users wanting to broadcast communications to their Vendors.

1 View•21 May 2025•Knowledge Article

Payment Details Report

A guide for Enterprise Users on how to generate a payment details report

1 View•21 Aug 2025•Knowledge Article

Primer Email for Your Vendors

Primer email templates for Enterprise users to use for vendors

1 View•21 Aug 2025•Knowledge Article

Providing payment details that Eftsure will validate

This guide will assist Vendors in understanding what providing payment details through Felix may mean for them when an Organisation uses Eftsure to validate payment details.

1 View•22 Aug 2025•Knowledge Article

Questionnaire Sign-off Report

A guide for Enterprise Users on how to generate the questionnaire sign-off report

1 View•21 Aug 2025•Knowledge Article

Reviewing & Approving Vendor Submissions

A short video on how to review and approve vendor onboarding applications

1 View•2 Jul 2024•Video

Sending a Post Tender Request

A guide for Enterprise Users on how to send a post tender request with selected quoted vendors in Felix.

1 View•17 Aug 2025•Knowledge Article

Setting Goals

Examples for Enterprise Users on the importance of setting goals and some common customer goals

1 View•21 Aug 2025•Knowledge Article

Sourcing Approvals vs New Vendor Request Approvals: What's the Difference?

Compares Felix's two approval workflow types — Sourcing approvals (for RFQs, RFAs, and Variations within projects) and New Vendor Request approvals (for onboarding new vendors before an invitation is sent) - explaining how they share the same approval group infrastructure but differ in trigger, initiator, project scoping, route entity type selectors, intervention delay, and outcome. Includes a feature comparison table and a quick-reference guide to help administrators configure approval groups correctly.

1 View•13 Aug 2026•Knowledge Article

Understanding Automatic Vendor Suspension

An article for Enterprise Users, explaining the Automatic Vendor Suspension feature in Felix.

1 View•25 Aug 2025•Knowledge Article

Understanding Compliance Document Rules

An overview for Enterprise Users on Compliance Document Rules

1 View•21 Aug 2025•Knowledge Article

Understanding Compliance Documents

Compliance documents overview and statuses

1 View•2 Jul 2024•Knowledge Article

Understanding Compliance Sign-offs

Overview of sign-off templates, sign-off assignments, sign-off statuses, and sign-off notifications

1 View•24 Aug 2025•Knowledge Article

Understanding Evaluation Scoring

A breakdown of how evaluation scoring is calculated, and how evaluation templates should be designed to create accurate outcomes

1 View•24 Aug 2025•Knowledge Article

Understanding Evaluations

An overview for Enterprise Users on understanding the vendor evaluation templates and assignments in Felix.

1 View•17 Aug 2025•Knowledge Article

Understanding Panels

An overview for Enterprise users on understanding the Panel functionality within Felix.

1 View•21 May 2025•Knowledge Article

Understanding Vendor Statuses

This article explains the various Felix vendor onboarding statuses and details how each status impacts vendor eligibility, automated system behaviors, and required application updates. This guide is designed specifically for organisation users who review vendor applications and need to understand how to correctly apply statuses—such as Pending Resubmission and Not Proceeding—to effectively manage and communicate with vendors during the onboarding process.

1 View•28 Apr 2026•Knowledge Article

Understanding the Vendor List

An overview guide for Enterprise Users on understanding the Vendor List page.

1 View•24 Aug 2025•Knowledge Article

Understanding the Vendor Profile

An overview for Enterprise Users on vendor profiles

1 View•22 Aug 2025•Knowledge Article

Unlock Request Email Notification

How Enterprise Users can enable the unlock request email notification

1 View•22 Aug 2025•Knowledge Article

Using Eftsure Entities in Felix Payment Details Workflows

This article is for Felix Enterprise users and explains how to enable and use Eftsure Entities, assign entities to vendor payment details, understand the workflow differences with Record Matching, and ensure payment details are correctly sent to Eftsure for verification.

1 View•5 Mar 2026•Knowledge Article

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