Skip to main content

Sage Paperless Construction Help

Vendor Tiers

The Vendor Tiers page provides a list of all the tier vendors working beneath your selected primary or tier vendor.

Important

You must be configured as a Compliance Manager, an Auditor or have Job Level access for the current vault to be able to view this page.

  1. From My Paperless, click ClearToPay™.

  2. In the ClearToPay™ navigation bar, click Jobs.

  3. From the Jobs page, do one of the following:

    • Select a job from the list to access its vendors.

    • Click on All Operations Vendor (if enabled) to access those vendors.

  4. Click Vendors.

    A page similar to the following displays:

    Compliance_JobsVendorListSage.png

  5. Select the vendor whose tiers you want to see.

  6. Click Tiers.

    ClickTiers.png

    A page similar to the following displays:

    Compliance_VendorsTierVendorPageSage.png

  7. From the vendor Tiers page, you can drill down further to the next levels of vendors to view their dashboards and compliance information, or you can perform the following tasks:

    Search Vendors

    To search for a specific vendor, enter the vendor name or number in the Search Vendors field. Then, press Enter or click the Search search_icon.png icon.

    FilterVendorsSage.png

    To narrow the list of vendors that display, click the Filter dropdown to display filter options.

    AddTierVendorButton.png

    To add a new vendor beneath another vendor, click Add Tier Vendor. For more information, see Add New Vendor.

    ImportTierVendorsButton.png

    To import vendors beneath another vendor, click Import Tier Vendor. For more information, see Import Vendors.

    image36.png
    image37.png

    Each vendor entry includes a primary icon that indicates the vendor's overall compliance.

    • The green check icon indicates the vendor (and all the vendors beneath it) are in compliance.

    • The red warning icon indicates the vendor (and all the vendors beneath it) are not entirely in compliance.

    Smaller icons are also present to indicate the compliance for each vendor's commitments, licenses, certified payroll, insurance, lien waivers and custom compliance. Not all of these criteria apply to every vendor, but the icons let you know at a glance where issues exist.

    Vendor Name and Compliance ID

    Click the vendor name link within the grid to access that vendor's dashboard. For more information, see Vendor Dashboard and Navigation.

    Vendors have an automatically generated ID number. A vendor number can also be added manually when the vendor is created or edited.

    Status Indicators

    Each tier vendor displays one of status icons shown to indicate the overall status of the job its associated with.

    • Active status means that the job is in-progress.

    • Closed status means that the job is complete.

    • Pending status means that the job has not yet started, but information is being assembled.

    • Completed Operations status means that the job is in the time frame when work has been completed but the job still needs to carry insurance to protect the customer from liability.

    Favorite Icon Empty
    Favorite Icon

    Click the Star icon for a vendor to indicate this vendor is a favorite. Vendors marked as favorite can be found using the Favorite Vendors filter.

    To remove the favorite status, click the Star again.

    Vendor Breadcrumbs

    The vendor breadcrumbs listed at the top of each vendor card indicate the hierarchy and where each vendor and tier falls for this particular job.

    Vendor Dropdown

    Click the vertical ellipsis image52.png to display a dropdown of navigable links pertinent to that vendor:

Add New ClearToPay™ Vendor

Complete the following steps to add a new vendor to ClearToPay.

Note

You can add vendors to a job or to another vendor or sub-vendor.

  1. Navigate to the Job Dashboard and click Vendors, then do one of the following:

    • To add a vendor to the job: Click Add Vendor as shown below:

      GreenlightJobs_VendorPage_AddNewSage.png

    • To add a tier vendor beneath another vendor:

      • Navigate to that vendor's Tier page and click Add Tier Vendor as shown below:

        GreenlightVendor_AddTierVendorCalloutSage.png

      • Navigate to the job's vendor list or vendor Tier page and click the vertical ellipsis vertical_ellipsis.svg on the vendor you want to add a tier vendor beneath. Then click Add Tier Vendor as shown below:

        GreenlightVendors_AddTierVendorsEllipsesSage.png

  2. In the Add Company Information dialog, review the sections below:

    Compliance_AddVendorInformationSage.png

    1. In the Company Information section:

      1. Enter the vendor's name in the Company Name field. This is a required field.

      2. Enter the vendor's legal and DBA names in the respective fields, if applicable.

      3. Enter the numbers in the Company Phone and Company Fax fields.

      4. Leave the Active check box selected to make this vendor active in ClearToPay. If this vendor should not be active, deselect the check box.

    2. In the Status section, use the Vendor Status on Job dropdown to assign the vendor one of the following statuses:

      • Pending: Typically, when a vendor is imported or manually added to a job, its status is set to Pending while further information gathering and planning take place. Vendors in this status do not report or generate compliance issues, emails or warnings.

      • Active: This status is used for vendors assigned to in-progress jobs. Compliance tracking and automated emails are active.

      • Inactive: This status is used when a vendor is no longer required for a job. Vendors in this status do not report or generate compliance issues, emails or warnings.

    3. In the Address section, enter the address information for the vendor company's location.

    4. In the Other Information section, you can enter the insurance rater information, NAIC number, update the accounting numbers or select/deselect the business entity designators.

    5. In the ClearToPay Classification section, select Subcontractor or Supplier for this vendor.

      Note

      Changes made in the ClearToPay Classification section impact how the company is identified in the ClearToPay module.

  3. Select Create.

Import Vendors

  1. Navigate to the Job Dashboard and click Vendors, then do one of the following:

    • To import vendors to the job: Click Import Vendors as shown below:

      GreenlightVendors_JobImportVendorsSage.png

    • To import tier vendors beneath another vendor:

      • Navigate to that vendor's Tier page and and click Import Tier Vendors as shown below:

        GreenlightVendors_VendorImportVendorSage.png

      • Navigate to the job's vendor list or vendor Tier page and click the vertical ellipsis vertical_ellipsis.svg on the vendor you want to import tier vendors beneath. Then click Import Tier Vendor as shown below:

        GreenlightVendors_ImportTierVendorEllipsesSage.png

  2. In the Import Vendors dialog, select the connection source from the dropdown:

    Note

    Bridge Connection is the default, but Address Book is an option if the vendor already exists within the company.

    Compliance_ImportVendorsDialogSage.png

  3. Select the vendors you want to import from the list.

  4. Select Import.

In this section: