Inviting Suppliers To Register - Manually

Suppliers can be invited by users with the Community Administrator or Community Supplier Administrator roles by going to the Administration module > Suppliers > Invitations tab. 

If you only have one or two suppliers you would like to add, this method may be easier than uploading them using a CSV file, which is ideal for bulk entries.

Manually Inviting Suppliers

1. Navigate to the Invitations tab. 

• Click on Invite New Suppliers.
  You will be able to customize the look & feel and content of your invitation. This allows you to  create relevant branding/visual awareness and interest and include any important information that suppliers should know while registering.

• Subject: add detail of what you want your email subject to be.
• Banner: insert an image of your choice, which displays across the top of the invitation.
  • Banner size must be less than 10MB and no larger than 900 pixels wide and 400 pixels high.
• Title: add a title to appear under the banner.
• Body: you can update the default text to include any relevant information as required

• Example:

Once you have made your updates, you can click Preview, Help or Save.

• • • Preview  will show you how the Body of your message will look to suppliers.
    • Help gives you extra information about the formatting options.
    • Save will permanently save your message and be used for future supplier invitations (until you update and save again).

2. Click Enter a supplier manually and a pop up window will appear to enter the suppliers details.

1. Click Add after you have entered the details or Add More if you want to enter another suppliers information.
2. When all the suppliers have been uploaded successfully click OK.
   
3. Once the invitations are sent the registration status of the suppliers can be tracked from the Invitations tab.

Re-sending Invitations

To resend an invitation to a supplier who has not yet accepted their invitation to register, find the supplier under the list of suppliers in Invitations. You can filter only the suppliers who have not yet accepted by selecting New in the state filter and clicking Search. To resend the invitation check the box next to the suppliers and click Resend.

For details on how to upload supplier invitations in bulk via a CSV file see Inviting Suppliers To Register - Upload.