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Open Supplier Setup Cases
Open supplier setup cases for approved orders that need onboarding
Use this Agent instantly or customize it - no programming needed
- approved purchase orderapproved purchase order
Your approved order provides its ID, supplier ID, and purchasing owner.
- supplier profilesupplier profile
Your supplier profile shows whether setup is complete for the order's supplier.
- open setup casesopen setup cases
Your open cases show whether this supplier and order already have setup work underway.
- setup complete statussetup complete status
You choose which supplier status means setup is complete.
Your purchase order tool sends approved orders with the supplier ID and purchasing owner.
monday.com lets the Agent check suppliers and open linked setup cases.
- purchase order correction flagpurchase order correction flag
You can see which order needs a supplier ID or purchasing owner.
- supplier profile creation flagsupplier profile creation flag
You can see which order needs a supplier profile before setup can begin.
- supplier profile ambiguity flagsupplier profile ambiguity flag
You can review multiple matching profiles before opening a setup case.
- active supplier findingactive supplier finding
You can see that this supplier already has completed setup.
- existing setup case findingexisting setup case finding
You can see which open case already covers the approved order.
- supplier setup casesupplier setup case
Your new case links the supplier and approved order and goes to the purchasing owner.
This Agent starts when a purchase order gains approval. It checks the supplier's status and open cases. You get a linked case for the purchasing owner or a reason none was needed.
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monday.comUsed as:
- Purchase order tool
monday.com sends approved orders with the supplier ID and purchasing owner.
- Supplier hub
monday.com lets the Agent check suppliers and open linked setup cases.
BrevoUsed as:
- Purchase order tool
Brevo sends approved orders with the supplier ID and purchasing owner.
ServiceTitanUsed as:
- Purchase order tool
ServiceTitan sends approved orders with the supplier ID and purchasing owner.
Made for your industry
Open Supplier Setup Cases is made for businesses in these industries.
- Retail
Open setup cases for merchandise suppliers after order approval.
Show all Agents for the Retail industry - Consumer Packaged Goods
Open setup cases for ingredient suppliers after order approval.
Show all Agents for the Consumer Packaged Goods industry - Construction
Open setup cases for materials suppliers on approved orders.
Show all Agents for the Construction industry - Wholesale Distribution
Start supplier setup for approved orders for resale inventory.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Open setup cases for parts suppliers after purchase order approval.
Show all Agents for the Manufacturing industry - Healthcare
Open setup cases for medical suppliers after order approval.
Show all Agents for the Healthcare industry - Government
Open supplier setup cases for approved public purchases.
Show all Agents for the Government industry
Made for your role
Open Supplier Setup Cases is made for people in these roles.
- Procurement Specialist
Open setup cases for suppliers who need onboarding after approval.
Show all Agents for the Procurement Specialist role - Procurement Manager
Keep supplier setup tied to approved orders without duplicate cases.
Show all Agents for the Procurement Manager role - Buyer
Open a setup case when your approved order needs a new supplier.
Show all Agents for the Buyer role - Supplier Onboarding Specialist
Open one setup case when an approved order needs supplier onboarding.
Show all Agents for the Supplier Onboarding Specialist role - Vendor Master Data Specialist
Check supplier profiles before opening cases for approved orders.
Show all Agents for the Vendor Master Data Specialist role
Made for your department
Open Supplier Setup Cases is made for people in these departments.
- Procurement
Start supplier setup for approved orders when the supplier needs it.
Show all Agents for the Procurement department - Operations
Check for open supplier cases before starting new setup work.
Show all Agents for the Operations department - Master Data Management
Flag missing or ambiguous supplier profiles from approved orders.
Show all Agents for the Master Data Management department
How Open Supplier Setup Cases works
5 steps, in order, on every run.
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Check the order detailsRead the supplier ID and purchasing owner from the approval notice. Flag the order for correction if either is missing.
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Find the supplier profileSearch for the supplier by ID and read its setup status. Flag the order if no profile matches or several do.
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Look for an open caseSearch for an open case linked to the order and supplier. Record the existing case when one already covers the order.
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Check whether setup is completeCompare the supplier's status with the setup complete status you choose. Record the active supplier when no new case is needed.
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Open a linked setup caseCreate a case linked to the supplier and order when setup is needed. Assign it to the purchasing owner.
How to Get Started
Connect the tools you already use, such as monday.com, Brevo or ServiceTitan.
3 tools
- Choose the purchase order Approved status and include order ID, supplier identifier, and purchasing owner in its approval notice.
- Define which supplier profile status means setup is complete, and choose the supplier setup case table and its owner field.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Open Supplier Setup Cases:
Choose which supplier status means setup is complete and where new cases belong. Your purchase order tool must share the order ID, supplier ID, and purchasing owner.
The Agent checks for an open case tied to the order and supplier. When one exists, it records that finding and skips the new case.
The Agent flags the order for supplier profile creation. If several profiles match, it flags the choice for your supplier operations specialist.
The purchasing owner takes the new case. Your specialist sees it linked to the supplier and purchase order.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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