State the vendor purpose and owner
Record the requesting team, expected goods or services, dependency, commercial context and person accountable for the relationship.
Workflow blueprint
Vendor management needs attributable evidence, not a mystery score
A vendor evidence passport that leaves due diligence, eligibility, sanctions, credit and compliance decisions with authorised reviewers.
Trace why a vendor is needed, which identity and payment sources were supplied, what questions remain, who decided the scope, what changed, which events inform review and how exit is controlled.
TL;DR — Trace why a vendor is needed, which identity and payment sources were supplied, what questions remain, who decided the scope, what changed, which events inform review and how exit is controlled.
Collect sources without auto-validating them
Keep identity, contacts, payment instructions and supporting documents in separate verification-question states.
Record decisions, conditions and changes
Attach each reviewer response to its question, then open controlled cases for bank, ownership, scope or contact changes.
Review events and prepare exit
Link observations to orders, receipts, services or incidents before assigning follow-up, retained-record and access-removal owners.
Page-specific decision aid
A purpose, identity-source, review-question, decision, change, event, reassessment and exit passport
The passport tests a new packaging supplier, an incomplete identity source, two payment-detail references, an unanswered capacity question, conditional approval, a bank-change request, a short receipt event, a service recovery, a scheduled reassessment and an exit with one open credit question.
- ✓A submitted document is not verified truth.
- ✓A delivery event is not a universal vendor rating.
- ✓Exit must retain unresolved commitments.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Vendor purpose is recorded before document collection
- ✓Identity and payment detail questions never share one validation flag
- ✓Performance notes cite a specific operational event
- ✓Sanctions credit certification eligibility and risk scoring excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow