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Tutorial: How to set up an approved suppliers list

Setting up an approved suppliers list

What is an approved suppliers list?

It is common for many companies, especially large corporations, to want to establish a limited number of "approved suppliers."

Jiga offers a feature that allows you to enable an approved supplier list customized by your team's administrators.

By turning on this feature, your team's administrators can designate certain Jiga suppliers as "approved." This means that only these approved suppliers will be visible to your team members when creating RFQs.

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How to opt in for approved suppliers list?

To enable the approved suppliers list, go to the settings page by clicking on the โš™๏ธ icon in the top-right corner of the screen.

Next, click on "Organization Settings" and scroll down until you see the "Approved Suppliers" card.

Turn on the toggle button and click on "Save Changes".

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How to add a supplier to the approved supplier list?

Click on the button โ€œManage approve suppliersโ€ below.

Then, after the new modal will open up, under the "approval status" column, change the approval status of the relevant supplier by clicking on the tag.

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