This panel will allow SuperAdmin users to configure onboarding and billing workflows for Vendor and Client companies. Please bear in mind these configurations may affect current operations (like Vendor or Client availability or status), so make sure your active user/s is/are aware of the changes before applying them.
Vendor Status
Vendor Statuses allow your company to organize vendor companies based on your company's onboarding Workflow. Each Vendor Status can be renamed, and change color to improve your Sweven interface.
Enrollment will define which Vendor Status represents your workflow's initial step, where a vendor company may upload the Required documents to apply for your approval.
Pending will define which Vendor Status represents your workflow's documentation revision step, where a vendor company has to wait until all documents issued are verified through Sweven's Documentation feature.
Accepted will define which Vendor Status represents your workflow's approval step, where a vendor company successfully submitted all Required documents and is ready to be used in Sweven.
Rejected will define which Vendor Status represents your workflow's rejection step, where a vendor company may be rejected from being used in Sweven.
Pipeline will define which Vendor Status is initially shown when going to the Vendor List.
You can define which Vendor Status will be the default pick when creating new vendors in the Default column.
The Inactive column allows you to disable a Vendor Status so vendors can't be assigned to that status. You can turn it back to Active at any time.
Finally, Action will allow you to edit any Vendor Status' parameters; note that this will be applied to all vendors set under that Vendor Status.
Vendor Statuses are listed in a specific order; by clicking on the arrows on the left and dragging, you can change the order of the Vendor Statuses to fit your company workflow. In order to save the new Vendor Status order, you must click the Save Record Order button located at the bottom of the list.
Vendor Billing Status
Vendor Billing Statuses allow your company to organize vendor invoices based on your company's Vendor Payments Workflow. Each Vendor Billing Status can be renamed, and change color to improve your Sweven interface.
Pipeline will define which Vendor Billing Status is initially shown when going to the Vendor List.
You can define which Vendor Billing Status will be the default pick when creating new invoices in the Default column.
The Inactive column allows you to disable a Vendor Billing Status so invoices can't be assigned to that status. You can turn it back to Active at any time.
Finally, Action will allow you to edit any Vendor Billing Status' parameters; note that this will be applied to all invoices set under that Vendor Billing Status.
Vendor Billing Statuses are listed in a specific order; by clicking on the arrows on the left and dragging, you can change the order of the Vendor Statuses to fit your company workflow. In order to save the new Vendor Billing Status order, you must click the Save Record Order button located at the bottom of the list.
Client Status
Client Statuses allow your company to organize client companies based on your company's onboarding Workflow. Each Client Status can be renamed, and change color to improve your Sweven interface.
You can define which Client Status will be the default pick when creating new clients in the Default column.
The Inactive column allows you to disable a Client Status so clients can't be assigned to that status. You can turn it back to Active at any time.
Finally, Action will allow you to edit any Client Status' parameters; note that this will be applied to all clients set under that Client Status.
Client Statuses are listed in a specific order; by clicking on the arrows on the left and dragging, you can change the order of the Client Statuses to fit your company workflow. In order to save the new Client Status order, you must click the Save Record Order button located at the bottom of the list.
Client Billing Status
Client Billing Statuses allow your company to organize client invoices based on your company's Billing Workflow. Each Client Billing Status can be renamed, and change color to improve your Sweven interface.
Pipeline will define which Client Billing Status is initially shown when going to the Client List.
You can define which Client Billing Status will be the default pick when creating new invoices in the Default column.
The Inactive column allows you to disable a Client Billing Status so invoices can't be assigned to that status. You can turn it back to Active at any time.
Finally, Action will allow you to edit any Client Billing Status' parameters; note that this will be applied to all invoices set under that Client Billing Status.
Client Billing Statuses are listed in a specific order; by clicking on the arrows on the left and dragging, you can change the order of the Client Statuses to fit your company workflow. In order to save the new Client Billing Status order, you must click the Save Record Order button located at the bottom of the list.
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