There are two methods to invite suppliers to a supplier list that's managed in your enterprise. The Super Admin or a Panel Administrator can either invite Suppliers by entering a contact name and email address for the Supplier on the platform, or you can download a template in CSV format to import a list of suppliers to invite in bulk.
The email address that is invited to the list will be the email address linked to the account where the list will be managed as the Vendor Admin. If there isn't an existing account against the email invited, the Supplier will be prompted to create a new account. If they do have an existing account, then they will be prompted to login and the list will be added to the account.
It's important to liaise with your supplier to ensure you're inviting the most appropriate email address to register on the list.
Add New Suppliers
- Select Enterprise Supplier Lists under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).
- Click on the three vertical dots to the right of the relevant supplier list, and then under ADD SUPPLIERS, click on the Add new option.
- Here, you can invite up to 50 new Suppliers onto the list at a time. Select the relevant number of Suppliers at the top of the page.
- You will need to enter the names and email addresses of the Suppliers before clicking the Validate list button to check that the emails are valid addresses.
- If the email addresses appear invalid, please check there are no errors or spaces before or after the address.
- If the email addresses appear invalid, please check there are no errors or spaces before or after the address.
- If all the emails are valid, click the 'All Ok - Send Invites' button to invite the Suppliers.
- This will immediately send out a notification to the Supplier's email address containing the list name and a link they can follow to register a profile on the list.
Import from file
- Select Enterprise Supplier Lists under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).
- Click on the three vertical dots to the right of the relevant supplier, and then under ADD SUPPLIERS, click on the Import from file option.
- On the right-hand side, click on the Click here button to download the required CSV template file that you'll need to use to enter your supplier information to upload.
- Open up the template using Microsoft Excel. Leave the 'FULL NAME and EMAIL ADDRESS' headings in Row 1 as they are. You can ignore the example information in Row 2. In Column A enter the supplier's contact name and in Column B enter the supplier's email address.
- Once you've entered all of your supplier's information, save the file and go back to VendorPanel on the same page where you downloaded the template.
- Select the Click a CSV file to upload button which will allow you to select a file from your computer to upload. Find and select the file to upload.
- Once uploaded, the names and email addresses will be checked for any errors and a list will be populated on the page of the suppliers you can select to invite.
- If there are any errors you can click on the Cancel button, update the information in the file on your computer and then select it again to reupload.
- If there are any errors you can click on the Cancel button, update the information in the file on your computer and then select it again to reupload.
- Ensure to check the box next to each supplier, and then click on the >> Invite Checked Vendors button.
- This will immediately send out a notification to the supplier's email address containing the list name and a link they can follow to register a profile on the list.