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The supplier approval workflow automates the supplier vetting process for any organisation that has a formal policy for vendor vetting and qualification, or organisations that perform vendor qualification on a sporadic basis, e.g. for some of their bigger projects.

Supplier onboarding
and approval

The supplier approval workflow automates the supplier vetting process for any organisation that has a formal policy for vendor vetting and qualification, or organisations that perform vendor qualification on a sporadic basis, e.g. for some of their bigger projects.

Supplier onboarding and approval

Works with
Bring your supplier vetting process to the next level
with ApprovalMax:

Clear process that doesn’t require

manual orchestration

Timely notifications

to approvers

Easy-to-stick-to procedure without the need

to remember all the details

Audit trail generated automatically

upon authorisation completion

How it works
1
Contact creation
New contacts are created and submitted for approval in ApprovalMax.
2
Multi-step and multi-level authorisation
ApprovalMax then starts the multi-step approval workflow according to the specified rules. The respective managers get notifications and see all information about the supplier necessary to make their decision.
3
Approved contacts
When all approvals are in place, the contact status changes to “Authorised” and the contact is created in Xero and ApprovalMax.
1
Vendor creation
New vendors are created and submitted for approval in ApprovalMax
2
Multi-step and multi-level authorisation
ApprovalMax then starts the multi-step approval workflow according to the specified rules. The respective managers get notifications and see all information about the supplier necessary to make their decision.
3
Approved vendors
When all approvals are in place, the vendor status changes to “Authorised” and the vendor is created in ApprovalMax