Maintaining accurate supplier information is crucial for a seamless procurement process
Issue: inconsistent or incorrect supplier information
-
Identification:
- Check the rejection notice or system alerts for details on inconsistent or incorrect supplier information.
- Kloo AI will deliberately send back any invoices containing suppliers not in the platform. This is a precautionary measure to prompt a validation step to confirm the legitimacy of the transaction, and to keep a close view of who your business is working with.
-
Resolution steps:
-
Cross-verify supplier details:
- Confirm the accuracy of the supplier's name, address, contact information, and tax identification numbers. Org Admins can look at platform supplier info by heading to 'Settings', then 'Supplier management'
-
Contact the Supplier:
- Reach out to the supplier directly to confirm their details and address any discrepancies.
-
Update Supplier Information:
- If discrepancies are confirmed, update the supplier information in your Kloo account.
-
Proactive measures:
-
Regularly review supplier data:
- Periodically review and update supplier information in your account to ensure it remains current and accurate.
- If you have any platform pertaining in place, share any relevant supplier updates, with its required custom fields mapping with your Kloo Account Manager, or contact support@getkloo.com
-
Communication is key:
- Establish open lines of communication with your suppliers to promptly address any changes or updates to their information.