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.