Build trust, stay compliant, and keep supplier documentation audit-ready
Build Strategic Partnerships and Trust with your Suppliers.
This feature enables you to effectively manage supplier information—create document checklists, manage documentation validity/expiry dates, and download missing document reports. Managing your supplier documents enables you to keep track of any missing documents, giving you visibility of expiring documents.
Managing your Supplier documents enables you to keep track of any missing documents, giving you view of expiring documents.
Epic’s Supplier Relationship Management feature gives organisations a structured, centralised way to manage supplier documentation—ensuring every file is tracked, every expiry is flagged, and every relationship is built on transparency. It replaces manual checklists and email follow-ups with automated reminders, downloadable reports, and a live dashboard that keeps procurement teams in control.
Whether you're onboarding new suppliers or maintaining long-term partnerships, this feature turns paperwork into peace of mind.
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- Custom Document Checklists: Create tailored document checklists for each supplier, including categories and expiry dates—ideal for contracts, certifications, insurance, and compliance records.
- Supplier Profiles & Allocation: Add suppliers and assign relevant checklists. Upload documents directly to each profile, making it easy to track who’s submitted what.
- Expiry Tracking & Reminders: Set expiry dates for time-sensitive documents. Epic automatically reminds responsible staff when items are missing or out of date—keeping compliance on track.
- Missing Document Reports: Generate downloadable reports that show all missing or expired documents per supplier—perfect for audits, reviews, and follow-ups.
- Support Groups & Staff Assignment: Create support groups and assign staff to manage specific suppliers—ensuring accountability and shared ownership.
- Supplier Dashboard Overview: View a live dashboard showing document status across all suppliers—giving procurement and compliance teams instant visibility.
- Supplier Evaluation: Create structured evaluations for each supplier, define criteria with rating scales, capture comments, and track scores over time. Evaluations can be copied, edited, archived, and linked to projects - driving continuous improvement and strengthening supplier relationships.
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