Vendor Administration
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
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
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 Cancel an Engagement
How Vendor Users can permanently cancel a vendor's engagement in Felix.
1 View•14 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 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 Delete a Vendor User
A guide for administrators on how to delete a vendor user in User Management in Felix.
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 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 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 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 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 create a Contract record
A guide for Enterprise Users to a create a contract record in Felix.
1 View•28 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
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
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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