Submitting a Supplier for Approval

It is best practice to initiate the supplier approval process before moving on to the contract authoring process. After you click the "Send for Approval" button, it takes two business days for a supplier's information to be reviewed.

There are two ways to add a supplier in CalUsource:

1. You manually add the supplier to CalUsource with the minimum required information
   Supplier flagged as either "Identified" or "Invited"
2. Supplier Self-Registration where the supplier fills out the full registration form
   Supplier flagged as "Registered"

Each type of supplier registration has a slightly different procedure to initiate the approval process.

Best Practice:
Submitting manually entered suppliers (Invited or Identified Statuses)

Ensure all dots in Profile Completeness are green.

If there are any, click on the circle and fill out the missing information in the Supplier profile. 

Once all the dots are green, go to the top of the screen, click on the Action menu, the click "Submit for Approval"

Submitting a self-registered supplier

If the supplier has self-registered, search for the Supplier in CalUsource and open the Supplier record.

Ensure all dots in Profile Completeness are green.

If there are any, click on the circle and fill out the missing information in the Supplier profile. 

Once all the dots are green, go to the bottom of the screen and click "Send for Approval"

If your Supplier is not approved in CalUsource after two business days, please contact CalUsupport.