Congratulations! Your first requests have been sent out to your suppliers. However, what happens after these requests are sent out, how can you review the documents?
Step 1: When a supplier replies to a document request, you can see it on the dashboard. under the outgoing request --> 'to be reviewed' it will say how many requests need your attention.
Step 2: Clicking on 'to be reviewed' will automatically redirect you to the outgoing request with the status to be reviewed. On this page, you can see the document request that still need to be reviewed by you. The documents in the requests will not be a part of your account until you review them.
Step 3: If you click on the 'Request title', you will be sent to the review page. By clicking on the 'review' button with the eye icon, you will be able to visualise the full document and inspect whether this is the correct document.
If your supplier has not filled in the date or did not fill it in correctly, you can change the expiration date. If you accept the document and set the document request to done, the document that you just reviewed will automatically be moved to the 'supplier documents' page.
Step 4: If this is not the right document, you can choose to reject it. By clicking the 'ask for an update' button, you can re-send the request to your supplier.
Step 5: If the supplier indicated that the document will be available later, the request will be sent out to the supplier again on the date they indicated the document would become available. To do so, make sure to suspend the requirement until the date that the supplier indicated.
Step 6: When document requests are in the ‘no progress’ state, no reminders will be sent out anymore. This is because we do not want to spam your suppliers with endless e-mails. We rather add the ‘no progress’ status as a reminder and action point that for some reason those suppliers are not responding to your requests.
There can be different reasons for this, maybe you don’t work with this supplier anymore and they should be archived, or maybe you have the wrong e-mail address so the request bounces. It is always good to check the ‘email status’ column of your ‘no progress’ requests.
After having checked the suppliers with ‘no progress’ requests, you can cancel them all and then the necessary requests will be sent out at 00:00 by us. To cancel a document request, simply click on ‘cancel request.’
This is important as in the meantime the documents that you requested might not be relevant anymore, or you might have already received them via e-mail and added them manually. Therefore, we want you to cancel all the no progress requests, and at 00:00 we will send out new and probably more relevant requests.
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