Users with the permission of Quality Owner, Approver and Editors can add new supplier records.  Quality Owners and Approvers can route them for approval.  

Note: This video was created using V1.25.19. Enzyme is updated weekly so some elements may change.  

Add Supplier Record

Access Suppliers under Process in the Navigation menu. 

To add a new Supplier, in the Supplier module click on +Add New Supplier to enter the information about them. 

Contact Details
Enter their contact details such as name, address, phone number etc. 

Enter their description and select their risk, ratings and type. The Supplier risk, ratings and types are defined by the Admin for your company.  You can also add any tags which make it easier to use universal search to find the supplier record.

Attachments & Controlled documents
You can also add any survey, audit, assessment , and contract files if they are available.

Supplier Status

Once you have created your supplier, it will be added to the Supplier module as unapproved.  From the Supplier module, hover over the supplier and click on it to open the supplier you just created. When you are ready you can select the supplier status: Conditionally approve, Approve, Audit, Disqualify, Discontinue.

Submit for Approval

When you are ready to submit the supplier record for approval, select Choose approvers. Then selected the approved you'd like (these are based on the approval settings by the Admin) and Submit for Approval

Pullback Record

While the supplier record is pending approval, you can pull it back if you need to make changes. 

Approved Record
Once the record is approved, you'll see its supplier state as well as the record state (approved). 

If you have any questions, you can reach us through the in-chat or email us at 

Did this answer your question?