Checklist items are parts of an Audit (see Introduction: Vendor Rating). These are simply preset documents or requests that you can offer to your suppliers.
You set these checklist items per supplier, for example the request for a current price list.
Adding a checklist item
- Navigate to Admin > Vendors settings > Tables > Checklist items.
- You will see an overview of all available checklist items. Click on 'Add' at the top of the overview to create a new checklist item.
- A pop-up window will appear, fill in at least all required fields. Each field is explained in this article.
- Click 'Add' to create the new checklist item.
The checklist item has been created, and you will be automatically returned to the overview with checklist items.
In the next and last lesson, we will take a look at Risk Analysis.