How to Update a Status
As a Community Owner, you have the ability to assign one of several onboarding status types to your suppliers. Any change in status for a supplier will send an email to the supplier letting them know of their status change.
To update your supplier’s status, go to the Suppliers link on the left-hand side of your page:
Once there, click on the Supplier you wish to update. Then, click on the Summary tab at the top:
To change a supplier status, click the pencil icon next to the status, found in the upper right, next to "Status" Then, select the desired status from the dropdown menu that appears:
The status will automatically save once you select it.
This indicates that the Supplier has received and accepted the invitation to join your community.
Indicates that the Supplier has begun working on any assigned onboarding tasks you have established, but have not completely fulfilled all requirements.
This indicates that the Supplier has completed all assigned tasks and is waiting for the Community Owner’s review and approval.
Indicates that the Community Owner has reviewed and approved of the Supplier’s onboarding process.
Approved as a Contingent Supplier
This indicates one of two scenarios. First, it can indicate that the Community Owner utilizes this Supplier as a backup or secondary Supplier. The Community Owner can also use this status to indicate this is a new supplier and are on a “trial basis”.
When a supplier is suspended, they are not required to use the application for that community. Please note that this is community-specific, and if they are active in other communities, they will still need to stay up to date with requirements from those other communities.
Notifications/emails, such as their To-Do weekly digest (for that community) will not be sent to them while they are in this status. An exception worth noting is that they will continue to receive notifications for expired or expiring Documents. To stop those notifications, the supplier will either have to update the date on those documents or unshare them with the Community.
Once their status changes, they will receive a notification. For questions about why they are in this status or how to become active, the supplier should reach out to the Community.