Purchase Department queue
Review submitted applications and verify supporting documents, then approve & forward to Accounts. Approval records Procurement Department approval.
| Ref | Vendor | Type | Submitted | Status | Action |
|---|
QHSE Department queue
Subcontractor applications forwarded by Purchase for QHSE review. Verify ISO compliance and HSE policy documents, then approve to forward to Accounts.
| Ref | Vendor | Type | Forwarded by Purchase | Status | Action |
|---|
Accounts Department queue
Applications approved and forwarded by Purchase. Create the vendor code to complete registration.
| Ref | Vendor | Forwarded | Status | Epicor code & approval |
|---|
Process flow
Vendor registration report
Generate a report of vendors registered within a date range, based on the date each request was submitted. Export the result to Excel.
All vendor requests
Full audit trail with turnaround from Purchase submission to Accounts code creation. Click a row for detail, or use the actions to edit or delete.
| Ref | Vendor | Vendor code | Epicor code | Purchase submitted | Code created | Turnaround | Expired docs | Status | Actions |
|---|
Document expiry alerts
Vendor documents that have expired or are expiring within the next 30 days. An email notification is sent automatically every morning to all staff with expiry-tracking access (Purchase, Finance and Management) when new expirations are detected.
| Vendor ref | Vendor name | Document | File | Expiry date | Status |
|---|
Staff Access Management
Grant, edit, or revoke staff access to the Vendor Registration Portal. Role assignments control which queues and features each person can see.
| Name | Role | Dashboard | Purchase | QHSE | Accounts | Status | Last login | Actions |
|---|
Role permission matrix
What each role can see and do in the portal.
| Permission | Admin | Purchase | QHSE | Accounts | Management |
|---|