Supplier Management & Onboarding

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