Vendors

Contractors and suppliers — approving them, what they can do, and whether they are still allowed on site.

The companies you buy from and send work to.

Vendor states

A vendor is approved before they can be used, and can be stopped afterwards.

Status	Meaning
Prospective	Being considered. Cannot be sent work
Pending Approval	Submitted for approval
Approved	Usable
Suspended	Temporarily stopped — a lapsed insurance, a dispute
Blacklisted	Permanently stopped
Inactive	No longer used, without prejudice

Allowed moves:

Prospective ──Submit──→ Pending Approval ─┬─Approve──→ Approved
                                          └─Return for information──→ Prospective

Approved ─┬─Suspend────→ Suspended ─┬─Reinstate──→ Approved
          │                         └─Blacklist──→ Blacklisted
          ├─Blacklist──→ Blacklisted
          └─Deactivate─→ Inactive

Approve, Reinstate and Blacklist require approval — they change who is allowed on your site.

Columns

Column	Notes
Vendor number	Your identifier
Name	Click to open
Type and Category	From commercial settings
Status	As above
Compliance	Whether their documents are current
Contracts	How many are live

Compliance leads

A vendor whose public-liability cover has lapsed is not a vendor with a footnote — they are a vendor nobody may send. The compliance state is shown before anything else, on the list and on the vendor.

Adding a vendor

New on this screen, or New → Create Vendor in the header. A vendor needs a number, a name, a type and a category. Everything else — contacts, sites, capabilities, rates, compliance documents — is added on the vendor itself.

Inside a vendor

Contacts, sites, capabilities, contracts, work, performance, rates and compliance.