Navigate to Data⇒Organisation⇒Supplier to open the list of existing suppliers

Locate the supplier you wish to amend, using the Search function if required. Double click or click the edit icon to open the supplier record.

On the basic tab you will see:

• Internal Approval Status  – select the supplier’s current approval status. The drop down field options are;
  • A – Approved (Preferred)
  • B – Approved (2nd)
  • C – New Under Review
  • D – Not Approved
  • E – Approval Revoked
• Upload File – any supporting documents relating to the approval status e.g. certificates can be uploaded for reference
• Scope of Approval – enter details of the goods/services that the supplier is approved to provide your company
• Expiry Date – enter the date the supplier’s approval is next due for review

Once these fields are updated, click on the Save button.