Managing Vendors
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
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
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
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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 View Announcements
How Enterprise Users can view announcements sent to vendors in Felix.
1 View•25 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 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 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
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
Primer Email for Your Vendors
Primer email templates for Enterprise users to use for vendors
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 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
Vendor List Overview
How-to-Video for Enterprise Users on Vendor Listing
1 View•21 Aug 2025•Video
Vendor account structures and inviting vendor contacts
An overview for Enterprise users on Vendor accounts in Felix
1 View•25 Aug 2025•Knowledge Article
Viewing and managing payment details with Eftsure
A guide for Enterprise Users on how to view and manage payment details when the Eftsure Integration is configured in Felix.
1 View•22 Aug 2025•Knowledge Article
What are Vendor Tags
A brief overview of Vendor Tags for Enterprise Users.
1 View•24 Aug 2025•Knowledge Article
What is an Internally Managed Profile
A guide for Enterprise users wanting to understand the Internally Managed Profile functionality for creating Organisation managed Vendor accounts.
1 View•22 Jul 2025•Knowledge Article
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