The Supplier Self-Registration feature allows suppliers to register with your community using a personalized link. This action is crucial for defining the minimum requirements a supplier must meet before being connected for trading.
This feature is managed by users with the Community Administrator or Community Supplier Administrator role.
Default Supplier Settings
The Default Supplier Settings define the required documentation and actions suppliers must complete during registration. These settings are also utilized when sending supplier invitations from the Invitations tab.
Navigation: Administration module > Suppliers > Registration tab.
Under the Default Supplier Settings header, you can customize the following:
| Field | Description |
|---|---|
| Require Company Profile | Instructs suppliers to complete their Company Profile before being connected for trading. |
| Require Bank Account | Instructs suppliers to provide their bank account details before being connected. |
| Require Bank Account Proof | Instructs suppliers to provide bank account proof (e.g., bank statement or deposit slip) before being connected. |
| Require Tax Profile | Instructs suppliers to complete their W9 / W8 tax profile before being connected (US only). |
| Require Premium | Instructs suppliers that the community would like them to register and upgrade to Premium. |
| Require Insurance Certificate | Instructs suppliers that they must upload an Insurance Certificate before being connected. |
| Auto Connect Supplier | If enabled, suppliers are automatically connected when the above required criteria are met. This is disabled by default, requiring manual connection. |
| Allow Foreign Currencies | If enabled, suppliers can change the transacting currency on the self-register page. Disabling this restricts them to the Community's default currency. |
Customize Registration Description
The Description field allows you to customize the welcome information displayed in a pop-up box when suppliers first land on the registration screen.
Edit: Insert the community's customized message in the text box.
Preview: The message can be previewed by selecting Preview under the text box.
Formatting: For formatting options, view the Markup guide by selecting Help under the text box.
Enabling Supplier Self-Registration
To activate the feature and generate the public registration link:
Enable: Check the Enable Supplier Self-Registration box.
Save: Scroll to the bottom of the screen > click Save.
Preview Link: Once saved, the self-registration page can be previewed by clicking the Self-Register link.