How to Manage a Supplier Homologation Process

A supplier homologation process approves a company to be paid before any invoice arrives. Done informally, it becomes the reason a payment sits blocked at the worst moment.

Why homologation stalls

The process involves the supplier, procurement, finance, and often legal — none of whom share a system.

Documents requested by email and lost in threads
Status unknown to everyone including the supplier
The same supplier registered twice by different people
Approval given verbally, with no record

What the process should cover

Stage	What happens
Registration	The supplier submits their details through a public form
Document collection	Required files uploaded, missing ones chased by update link
Verification	A checklist confirming each requirement was checked
Approval	Status set to active, inactive, or temporarily blocked

How to set it up in Jestor

Build the suppliers table in Jestor with a status field — active, inactive, temporarily blocked.
Add tags for attributes a supplier may hold several of, such as recurring or international.
Collect the initial registration through a public form, usable without an account.
Track homologation stages on a Kanban, with a checklist confirming verification.
Request anything missing with an update link, so the existing record is edited rather than duplicated.

Why choose Jestor for supplier management?

Jestor makes supplier status a real field rather than a note, which means payment approval can check it — a supplier marked temporarily blocked cannot quietly be paid.

Because the supplier record is relational, every payment references it, so the full history of what a company was paid is available from their own card.

Frequently Asked Questions

Can suppliers submit without an account?

Yes, through a public form. See jestor.com.

How do I request missing documents?

With an update link, which avoids creating a duplicate.

Can a supplier be temporarily blocked?

Yes, it is one of the status values.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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