In 2022, Qualio launched a new Suppliers Module with an easy-to-configure Policy Matrix table, and support for an enhanced Supplier ecosystem. Customer feedback has been very positive, and we are excited to roll out these features to all Qualio customers.
To transition to the new Suppliers, customers using the legacy Suppliers module will need to export their existing Supplier records prior to December 7, 2023, as the legacy module will sunset and no longer be supported by Qualio.
The steps to converting from the legacy to the new Suppliers feature are as follows:
Familiarize yourself with supplier - New supplier training
Setup Supplier Policy - Supplier Policy Matrix and Configuration
Migrate Supplier Records - See steps to migrate supplier records below.
Steps to Migrate Supplier Records
Step 1: Access new Suppliers module and configure your Supplier Policy
Both Suppliers modules will appear in the top navigation bar, under the Suppliers option. Configure your Supplier Policy using the in-app guidance and this help center article. Your unique Supplier Policy must be configured prior to creating supplier records.
Step 2: Export existing supplier records
From the legacy Suppliers module, customers must export each supplier record by viewing the supplier and printing the record. This will produce a .pdf file with supplier details, including general and contact information, risk classification, approval details, and an audit log. Repeat this process for each supplier in the legacy Suppliers module.
Tip: Make sure that you select “Save as PDF” as the Destination or use the “Print to PDF” option as the Printer, depending on your OS.
Step 3: Create Supplier records in the new Suppliers module
Add suppliers to the new Suppliers module using the detailed instructions found in this article. Using your exported records from Step 2, you’ll begin copying and pasting information into the new Suppliers module.
Tip: Copying and pasting may be easier if the Supplier module and PDF are opened side-by-side, as shown in .gif.
We recommend uploading the PDF record exported from the legacy module in the “Supporting Documents” for traceability purposes.
Finally, you should archive the supplier in legacy Suppliers so that you can track your progress.
Step 4: Review and approve Supplier records
Customers must review and approve each Supplier record once the vendor information is populated and the .pdf has been attached.
Thank you!
The Qualio Product Team would like to express gratitude to the customers using the legacy Suppliers module. Your feedback directly led to the improved features now available in the new Suppliers module and the expanding Supplier ecosystem vision Qualio is pursuing.