Depending on your user account permissions, the action bar will populate when selecting one or several companies from your vendor management database. Here's a complete index of all the different available actions:
Launches the tagging modal for the selected vendor or group of vendors. Use tags as specific identifiers to apply to groups of vendors that you may want to filter by (i.e. project, bid package, type of work).
Sends a notification to the vendor that your rejection corrections are no longer needed. This action also sets the vendor's status back to either "Submitted" or "Completed".
Sends a notification to the vendor that your renewal request is no longer active. This action also sets the vendor's status back to either "Submitted" or "Completed".
Edit Invite (with status "In Progress")
To notify the existing account owner of an update to their primary contact email in your database. This change will not revoke the invite. In order for the replacement contact to work on the submission, they must first be invited to TradeTapp by the vendor's account owner.
Edit Invite (with status "Not Started")
To update the company name and contact email of the selected vendor. Editing the contact email revokes the existing invite and resends the invite to a replacement of your choosing.
Launches the financial input dialogue where sets of financial data can be added to the vendor profile for analysis. This action requires financial permissions or above.
Launches the project approval request dialogue for the selected vendor. Approval requests are logged under the "Approvals" tab on the top left-hand side of Vendor Management.
Sends an invite cancellation email to the vendor and removes the invite entry from your database. The original invite link will no longer be active. Use "Edit Invite" if you simply want to change the contact email address.
Sends a manual email request for the vendor(s) to renew or update their TradeTapp profile. Renewal requests require the vendor to provide up-to-date data (current year safety, prior year annual financial, etc.) in order to pass validation and make a submission.
Sends a rejection notice to the vendor along with a specific message of your creation. Using this action will set the vendor's status to "In Progress" and will require a resubmission from them with corrections.
Triggers a manual reminder email to the selected vendor(s) to return and complete their application response. Reminders can also be automated through your app settings.
If you have further questions about the action bar, please contact us at firstname.lastname@example.org. We're happy to help!