Supplier Management & Onboarding
Articles
- Vendor Onboarding: Portal Access, Questionnaires, and Assessments
- Adding a new agreement (How to manually add a new vendor in Spendflo)
- Offerings tab - viewing products & services
- Documents tab - viewing vendor attachments
- Linking a Contract to a Vendor, PO, or Request
- Bulk uploading agreements
- How to set up renewal alerts?
- Agreement Ingestion - Contract Agent
- Spend tab - viewing vendor spend analysis
- Understanding the vendor listing table
- Conducting a Vendor Security Review
- How to Raise a Renewal Request using Flo
- About renewals and renewal management
- How To: Archive and Merge Vendor Records
- How to Onboard a Vendor
- CSV import & export actions on agreements
- Renewing a Contract
- Filter and search vendors
- Supplier Intelligence: benchmarks and spend insights
- Bulk Actions on the Integration Data
- Enable Security Hub
- Understanding the renewal listing table
- Processing a Vendor Assessment Review
- About Vendors and Vendor Management
- Supplier Onboarding & Assessments
- Uploading and Managing Vendor Documents
- Uploading a contract to Spendflo
- Understanding the renewal calendar view
- Processing a vendor assessment review
- Overview tab - vendor details page & available tabs
- Understanding the agreements listing table
- About vendor assessments
- Ability to mark ‘will not renew’ or ‘renewed offline’ in the renewal page
- Tracking your contract import status (Import History)
- Global agreement search and AskAI
- Renewal settings and escalation email setup
- Filter, custom view, and search agreements
- How to manage vendors/suppliers?
- What Flo AI extracts from a contract and how to review it?
- Linking a request to an agreement to update renewal stage
- Understanding renewal stages
- Importing contracts via CSV: upload & AI-assisted mapping
- About agreements and agreement management
- How to create vendor surveys/questionnaires for assessments?
- Validating and confirming a CSV contract import
- Agreements tab - viewing active agreements
- How to Onboard a Supplier
- Managing vendor agreements
- Tracking upcoming renewals using Flo AI
- How to Link a contract to a vendor, PO, or request?
- What is Supplier Portal, and how to launch assessments from the portal