Vendor Setup Progress is the count of how many of your organization's tracked setup items a vendor has completed. Out of the box that is 14 items, and an Admin can change the list at Settings > Vendor setup requirements. You see the count as Vendor Setup on the Vendors list (for example 3/14) and as "3 of 14" in the header of the vendor's Vendor Profile.
It is the fastest way to tell, at a glance, whether a vendor is ready to be put on a project.
Applies to: All users
Steps
Click Vendors in the left sidebar (or press ⌘V). The Vendor Setup column shows each vendor's count out of your organization's total, 14 by default.
Click a vendor to open their Vendor Profile. The header strip shows VENDOR SETUP with the count and how many items are incomplete, OUTSTANDING with how many items need attention, and EXPIRING ≤ 30 DAYS.
Select the Vendor Setup tab to see the full breakdown under Vendor Setup Progress.
The default 14 items are split into two groups.
Required Information (8 items):
Company Name
Company Address
Primary Contact
Authorized Signer
EIN / Tax ID
Trades
Company Phone
Bank / Payment Info
Required Documents (6 items):
W-9
Certificate of Insurance (ACORD 25)
Contractor License
Workers Comp COI
EMR Letter
Safety Program / OSHA 300A
8 information items plus 6 documents is where the default 14 comes from. Each group also shows its own count on the Vendor Setup tab, for example 3/8 and 0/6.
What happens next
The number moves on its own as items get completed. You do not have to recalculate anything. As the on-screen note says, "These requirements are configured in your organization's vendor setup settings. The vendor completes this information through their portal or it can be entered by your team."
The Vendor Setup tab also tells you where things stand in plain language, with lines such as "11 items remaining before this vendor is fully set up." and "1 document awaiting your review." Items your team or the vendor has submitted sit at Under Review or Awaiting Review until they are reviewed.
If this doesn't work
The count is not moving → the outstanding items are still with the vendor. Open the Vendor Setup tab and use Send reminder, or enter the information yourself with Fill in and Upload.
The count seems stuck one short → check for an item showing Under Review or Awaiting Review. Submitted items still need a review before they count as complete.
Your list shows a different set of requirements → your list is configured at Settings > Vendor setup requirements, so look there or ask an Admin at your company what is turned on for your account.
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