Overview
Reviewing and approving supplier documents helps you maintain accurate and up-to-date supplier information within TraceGains.
When a supplier submits a document for review, you can verify the document details, confirm the information is accurate, and update the document status once approved.
Before approving a document, ensure you have the appropriate permissions to review and update document statuses.
How to Approve a Supplier Document
Step 1: Locate Documents Awaiting Approval
- Navigate to the Supplier Management tab > Documents tab.
- In the Status column, enter Awaiting Approval.
- Select Filter or press Enter to view documents requiring review.
Step 2: Review the Document Details
- Locate the document you want to review.
- Select the blue linked File Name to open the document.
- Verify the document information, including:
- Supplier Name
- Item Name
- Document Type
- Effective Date
- Expiration Date
Confirm the document details are accurate before updating the status.
Step 3: Approve the Document
- Right-click the document row.
- Open the Status dropdown menu.
- Select Approved.
- Select Save to update the document status.
Once saved, the document status is updated to reflect approval.
Best Practices
- Review document details carefully before approving.
- Confirm expiration dates to help maintain current supplier documentation.
- Ensure you have the correct permissions before attempting to approve documents.
- Update document statuses promptly to keep supplier information accurate.