Overview

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

If you are uploading multiple of suppliers at once, this method may be easier than manually entering them individually in Unimarket, which is easier if its only one or two suppliers. 

Upload and Invite Suppliers

1. Navigate to the Invitations tab. Click on Invite New Suppliers.
   
   • You will be able to customize your message that is included in the invitation. This allows you to include any important information that suppliers should know while registering. You can also click Preview, Help or Save.
     
     
     • Preview  will show you how your message will look to suppliers.
     • Help gives you extra information about the formatting options.
     • Save will permanently save your message for sending invitations to suppliers in the future.
       
       
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
     Code	Text	Y
     Vendor ID	Text	N
     First Name	Text	N
     Last Name	Text	N
     Buyer Groups	Text	N
     Tags	Text	N
     Search Terms	Text	N
     Request Premium	Text	Y	Valid values are True/False, Yes/No or Y/N
     Require Company Profile	Text	Y	Valid values are True/False, Yes/No or Y/N
     Require Tax Profile	Text	Y	Valid values are True/False, Yes/No or Y/N
     Auto Connect	Text	Y	Valid values are True/False, Yes/No or Y/N

     
     

     Note: If you wish to invite supplier's to become premium ensure that you enter Y in the Request Premium column on the CSV file.

3. Complete  all the supplier details save the template as a CSV file.
   
   
4. Click Choose File, browse and select the CSV file and click Upload.
   
   
5. When all the suppliers have been uploaded successfully click Invite.

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

Resending 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 the Invitations tab. You can filter the list for suppliers who have not yet accepted by selecting New in the State field. To resend the invitation, check the box next to the suppliers and click Resend.