Supplier Management & Onboarding

About Vendors and Vendor Management

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How to Onboard a Vendor

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Bulk Actions on the Integration Data

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Understanding the vendor listing table

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Filter and search vendors

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Overview tab - vendor details page & available tabs

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Offerings tab - viewing products & services

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Agreements tab - viewing active agreements

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Spend tab - viewing vendor spend analysis

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Documents tab - viewing vendor attachments

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Supplier Onboarding & Assessments

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Supplier Intelligence: benchmarks and spend insights

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What is Supplier Portal, and how to launch assessments from the portal

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How To: Archive and Merge Vendor Records

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Uploading and Managing Vendor Documents

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About renewals and renewal management

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Understanding the renewal listing table

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Understanding renewal stages

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Understanding the renewal calendar view

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Renewal settings and escalation email setup

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How to Raise a Renewal Request using Flo

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Tracking upcoming renewals using Flo AI

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Renewing a Contract

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About agreements and agreement management

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Understanding the agreements listing table

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Filter, custom view, and search agreements

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Adding a new agreement (How to manually add a new vendor in Spendflo)

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CSV import & export actions on agreements

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Managing vendor agreements

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Linking a request to an agreement to update renewal stage

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Bulk uploading agreements

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Agreement Ingestion - Contract Agent

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How to Link a contract to a vendor, PO, or request?

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Global agreement search and AskAI

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What Flo AI extracts from a contract and how to review it?

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Linking a Contract to a Vendor, PO, or Request

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About vendor assessments

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Processing a vendor assessment review

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Conducting a Vendor Security Review

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Enable Security Hub

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Vendor Onboarding: Portal Access, Questionnaires, and Assessments

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Processing a Vendor Assessment Review

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How to create vendor surveys/questionnaires for assessments?

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Importing contracts via CSV: upload & AI-assisted mapping

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Validating and confirming a CSV contract import

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Tracking your contract import status (Import History)

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Ability to mark ‘will not renew’ or ‘renewed offline’ in the renewal page

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How to Onboard a Supplier

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How to manage vendors/suppliers?

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How to set up renewal alerts?

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Uploading a contract to Spendflo

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