When users create requests for a new or existing supplier to be connected to the Community. Users with the Community Administrator or Supplier Request Administrator role, will receive the request task. They are notified via email of the Supplier request and a task will appear in their Tasks menu.
Approving/Decline a New Supplier Request
To approve/decline a new supplier request, go the Tasks menu in the upper right corner > select Tasks tab > select Supplier Requests.
The Supplier Requests screen will populate > ensure the State search field is designated to Pending.
Select the supplier's name > the View Supplier Request pop-up window will appear with the supplier details > Enter desired comments in the Notes field > select Accept or Decline.
| Note: If the request is declined, the end user will be sent a notification via email including the reason provided in the Notes field. |
Once accepted by a Supplier Request Administrator or Community Administrator, the Add Supplier pop-up window will appear. The supplier details will auto-populate and supplier requirements for registration can be assigned, as desired > click Add.
An email invitation will be automatically sent to the supplier to complete registration and the Status will change to Accepted in the Supplier Requests screen.
Once the supplier has accepted the invitation, completed the registration and met the requirement. Supplier Request Administrator or Community Administrators will receive a notification to review and validate the information provided, by the newly requested supplier.
Status Definitions
Pending – The request is under review by a Supplier Request or Community Administrator.
Accepted – The request has been approved and an invitation has been sent to either the supplier’s email address provided in the Supplier Request form or, the email address specified by the existing supplier.
Completed – Supplier has completed the registration and the registration is under review (Pending status on Supplier Administration page). Once the supplier is Connected, the requesting user will receive the email notification that the supplier is available.
Declined – The request has been declined. An email notification will also be sent to you if your request is declined with the reason provided.
Deleted – This request has been deleted by the requesting user (only the requesting user can Delete a request).
Connect New Supplier
Go to the Administration module > click Suppliers > in the State field, select Pending > click Search.
The desired supplier's profile screen will populate > select More Actions > click +Connect. Once connected, the user will be notified via email.
| Note: If no buyer groups are assigned to the supplier, the update can be made by going to Administration module > click Suppliers. For additional information on updating supplier's profile, refer to help article editing a supplier. |