Inviting Suppliers to Register - Upload

The Invitations tab can be found in the Administration module > Suppliers > Invitations. On this tab users with the Community Administrator or Community Supplier Administrator role can invite suppliers to register within Unimarket.

If you are uploading multiple suppliers at once, this method may be easier than individually inviting them in Unimarket, which is ideal for one or two suppliers. 

Upload and Invite Suppliers

• 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.

1. • • 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. Select Upload a list of suppliers and click Download Template to attain the Supplier Invite Upload Template.
   
   
   
   
   • Details of the required data in the Supplier Invite Upload Template are below:
     
     

     Column	Type	Mandatory	Comments
     Email	Text	Y	Must be a valid email address
     Company	Text	N
     Supplier Invitation ID	Text	N	Can be anything alphanumeric
     Vendor ID	Text	N
     First Name	Text	N
     Last Name	Text	N
     Buyer Groups	Text	N
     Tags	Text	N
     Search Terms	Text	N
     Require Tax Profile	Text	Y	Valid values are True/False, Yes/No or Y/N
     Require Bank Account	Text	N	Valid values are True/False, Yes/No or Y/N
     Require Bank Account Proof	Text	N	Valid values are True/False, Yes/No or Y/N
     Require Insurance Certificate	Text	N	Valid values are True/False, Yes/No or Y/N
     Auto Connect	Text	Y	Valid values are True/False, Yes/No or Y/N
     Supplier  Invitation ID	Supplier Invitation ID	N	This is a Supplier Invitation ID. This is used to lookup existing supplier invitations.
     Cancel Invitation	Text	N	Valid values are 'Y' or Blank

3. Complete all of the supplier details and save the template as a CSV file.
   
   
4. Click Browse, and select the CSV file and click Upload.
   
   
5. When all the suppliers have been uploaded successfully click OK which will trigger the invite(s) to be sent out to the supplier(s) listed.

Once the invitations are sent the registration status of the suppliers can be tracked from the Invitations tab.