Supplier Relationship Management 

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Feature
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 & download missing document reports.

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.


Key Functions
  • 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 Epic automatically reminds responsible staff when items are missing or out of date—keeping compliance on track.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.

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