To see on which stage of the onboarding process your suppliers are, complete the following steps.
- Under Check suppliers, click Check and update.
Then you can:
- Search for a particular supplier by typing their name, ID, or address in the search box at the top.
- Search for suppliers in a particular step of the onboarding process by selecting the stage.
- Filter the results based on how the suppliers were invited (email or letter).
- Filter the results based on which deadline the suppliers were assigned by specifying the deadline span. Click the filter button to access the list.
- Sort suppliers based on different criteria by clicking the column heading.
Export the marked items to Excel by clicking Export to Excel.