×
Menu
Search
 
   
   
   
 

Reviewing and Approving an Application

Once your vendors submit an application, you will be able to review, edit and save the application, then create a company from the information that's been entered.
 
Navigation Path:  Toolbox>Vendor Prequalification>Vendor Prequalification
Reviewing and Approving an Application
 
1

Review Information

Review the information that was entered by the vendor.  You can make any necessary changes to the data.
Note:  If you wish to see the full application, scroll to the Applications tab, select the application and click Open Selected Line.
 
2

Approval Starts

Enter the date that the vendor will be approved to work.
3

Approval Expires

Enter the end date of the approval for this vendor.
4

Rate This Record

The rating system is available for Vendor Approvals.
5

Create Company

Click Create Company checkbox to turn this vendor application into a company record.  After clicking, the "Confirm Create Company" dialogue box will appear.
6

Company ID

Enter a Company ID for this newly created company.  NOTE:  You can also check the "Auto Create the next ID" to assign the next available Company ID to this company.
7

OK

Click OK to complete the process of creating a new company record.