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This guide shows you how to start the approval process for a new supplier’s product directly from their quote on a sourcing request.

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Start the approval process

  1. Open the sourcing request and find the supplier’s quote
  2. Click Start Approval
  3. A new approved material record is created, pre-filled with details from the quote:
    • Your product (raw material)
    • The supplier
    • The supplier’s product
  4. Set the Approval Status (e.g., “R&D Not Started”)
  5. Click Save

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When to use this

Start the approval process from a quote when:
  • You’ve received a competitive quote from a new supplier
  • The supplier’s product isn’t yet in your approved materials
  • You want to evaluate the material before committing to purchase

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What’s next

After starting the approval:
  • Upload documents (SDS, COA, TDS) to the approval record
  • @mention a colleague to notify them about the new material for evaluation
  • Update the approval status as the material moves through your process
  • Once approved, the supplier will pre-load for future sourcing requests