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 a lot of suppliers at once, this method may be easier than manually entering them one by one in Unimarket, which is easier if its only one or two suppliers. See steps below for instructions:
- Navigate to the Invitations tab. Click on Invite New Suppliers.
- You will be able to customize your message that is included in the invitation, so feel free to include any important information that suppliers should know while registering. You can also click Preview, Help or Save. The preview option 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 the next time you are sending an invitation to suppliers in the future.
- Download a CSV file template for the bulk invite by selecting Upload a list of suppliers and clicking Download Template.
Details of the required data in the Supplier Load Template are below:
|Text||Y||Must be a valid email address|
|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_AS_PREMIUM_SUPPLIER column on the CSV file.|
- Once you have all the supplier details in the CSV file save it.
- Click Choose File, browse and select the CSV file and click Upload.
- 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.
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. It may be helpful to sort out the suppliers who have not yet accepted by selecting New in the state filter. To resend the invitation, simply check the box next to the suppliers you wish to resend and click Resend.
For details on how to enter individual supplier invitations manually see Inviting Suppliers To Register - Manually.