Working with Suppliers
Manage organization-side supplier connections, shared resources, and supplier participation in quotation work.
What this module does
Supplier collaboration gives CapitalOS organization users a controlled way to work with external suppliers. Organization administrators can review incoming connection requests, approve or reject them, see active connections, and manage selected resources shared with connected suppliers.
Quotation work can use those connections to request input from a supplier. Organization users remain in control of assignment, review, comments, and approval decisions.
When to use it
Use supplier collaboration when an external supplier needs access to a defined part of a quotation or to an organization-approved spreadsheet or document. Use it when the relationship should be visible and manageable at the organization level instead of handled through disconnected email or files.
How it fits into CapitalOS
Supplier collaboration connects organization settings, Spreadsheets, documents, and Quotation. The organization code identifies the organization during a connection request. Approved connections can then be selected in supported collaboration flows.
This documentation covers the CapitalOS organization user’s responsibilities: approving connections, deciding what to share, assigning quotation work, and reviewing responses.
Main concepts
- Organization code: the fixed code a supplier uses to identify the organization when requesting a connection.
- Pending connection: a request awaiting an organization administrator’s approval or rejection.
- Active connection: a supplier relationship approved by the organization.
- Shared spreadsheet: a selected organization spreadsheet made available through the connection.
- Shared document: a selected document made available for collaboration.
- Quotation assignment: quotation work sent to a connected supplier for input.
- Submission review: the organization’s review, comment, approval, or rejection step.
Typical workflow
- Open organization settings and locate supplier collaboration.
- Copy the organization code when a supplier needs to request a connection.
- Review the pending request and verify the supplier relationship.
- Approve or reject the request.
- Review the resulting active connection.
- Select only the spreadsheets or documents needed for the collaboration.
- Assign supported quotation work to the connected supplier.
- Track the submission status, review the response, add comments, and approve or reject it.
Permissions and prerequisites
Connection and sharing controls are organization administration functions. You need the relevant organization role and access to the resources you intend to share. Quotation collaboration also requires access to Quotation and an approved supplier connection.
Treat every shared resource as deliberate external access. Review its contents and remove sensitive internal information before sharing it.
Guides planned for this module
- Find and use the organization code.
- Review and approve a supplier connection request.
- Manage active supplier relationships.
- Share and review supplier-accessible spreadsheets and documents.
- Assign quotation work to a connected supplier.
- Review, comment on, approve, or reject a quotation submission.