ComplyPro

Adding Suppliers for Deliveries/Maintenance

Add Suppliers from Mobile / Tablet

Receiving a Delivery

How to Bulk Upload

How to trace a supplier recall

Learn how to set up and send a form to a supplier, auditor, or client for completion through the Safe Food Pro External Approval Portal — no account required.

How to send a form to an external contact for completion (SFP 5.0.9)

Learn how to send a document from your Resource Library to a supplier or auditor for review, acceptance, or approval through Safe Food Pro.

How to request document approval from a supplier or auditor (SFP 5.0.9)

Learn how to ask a supplier or auditor to upload documents directly into your Resource Library through the Safe Food Pro External Approval Portal.

How to request documents from a supplier (SFP 5.0.9)

Managing suppliers, logging deliveries, and tracing recalls

Suppliers & Deliveries

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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