Vendor List
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
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 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 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 Vendor Tags
A guide for Enterprise Users on creating, editing, and deleting vendor tags.
1 View•25 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 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 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 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 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 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
Maximising Vendor Adoption
Tips for Enterprise Users on how to maximise vendor adoption
1 View•21 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
Vendor List Overview
How-to-Video for Enterprise Users on Vendor Listing
1 View•21 Aug 2025•Video
What are Vendor Tags
A brief overview of Vendor Tags for Enterprise Users.
1 View•24 Aug 2025•Knowledge Article
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