How can we help?
Everything about setting up and using SupplierVault: what each page does, how to use it and where every figure comes from.
Start here
Set up in about an hour: create your organisation, answer what you buy, add your suppliers and invite your team.
Getting started
Sign up, set up your organisation, add suppliers and invite your team.
Everyday use
The dashboard, supplier records, tasks, search and templates.
- The Dashboard: every card and figure explained
- Supplier hub health: the "% in date" score
- Supplier records: everything on a supplier's page
- The full supplier list
- Tasks, notifications and reminders
- Email reminders
- Weekly email and Microsoft Teams posts
- Search, filters and the glossary
- Stakeholders and document templates
- Documents: every document and certificate in one list
- Cover while you're away
Supplier lifecycle
From a business need through sourcing, onboarding and checks to a clean exit.
- Sourcing: requirements, tenders and award
- Price comparison and market prices
- Purchase requests and purchase orders
- Onboarding: intake, checks and go-live
- Bank details, penny tests and fraud checks
- UK company, VAT, sanctions and modern slavery checks
- The supplier portal
- Supplier accounts: one sign-in for your suppliers
- E-signatures
- Offboarding a supplier
Risk and compliance
Tiers, third-party risk, AI governance and compliance packs.
Contracts, money and performance
Renewals, spend, invoices, savings, category plans, reviews and obligations.
- Contracts, notice periods and renewals
- Contract and invoice reader (AI)
- Spend, usage and licences
- Payments, invoices and bank checks
- Connect your accounting software
- Connect Xero
- Category plans
- Savings
- Reviews and governance
- Supplier reviews: review cycles by department
- Questionnaires for supplier reviews
- How suppliers see us: feedback from your suppliers
- Service improvement
- Contract obligations and milestones
Reports and audit
Reports, the audit trail, packs and how every figure is worked out.
Admin and set-up
Modules, forms, settings, roles, plans, the API and the AI assistant.
- Modules and forms
- Answer what you buy
- Customise supplier records
- Settings
- Approval limits and separation of duties
- Account, team and security
- Teams: areas, modules and sign-off rules
- Sign in with Microsoft or Google
- Single sign-on with SAML
- Add and remove people automatically
- Custom roles
- Groups of companies
- Plans and billing
- The API: connect Power BI, Excel and other systems
- The AI assistant
Security, privacy and FAQ
How your data is protected, and answers to common questions.
Common questions
- How do I set up SupplierVault?
- How do I add or import my suppliers?
- How do I invite my team?
- How is the notice deadline worked out?
- Where do the spend figures come from?
- How does the supplier portal work?
- What does each plan include?
- How do the AI contract and invoice readers work?
- How are risk scores calculated?
- Can I connect Power BI or Excel?
- Can we sign in with Microsoft 365 or Google?