Inviting Suppliers to Register - Upload

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For communities needing to invite a larger number of suppliers (three or more) to register simultaneously, the bulk upload method using a CSV file is the most efficient. This action can be performed by users with the Community Administrator or Community Supplier Administrator role.

 

Procedure to Invite Suppliers in Bulk

  1. Navigate: Go to the Administration module > click Suppliers > select Invitations.

  2. Initiate Invite: Click +Invite New Suppliers.

  3. Access Upload: Select Upload a list of suppliers > the Upload Suppliers pop-up box will appear.

  4. Download Template: Click Download Template to obtain the necessary supplier invitation upload template.

 

Note: If desired, you can customize the content of the supplier invitation in the Title and Body field. To learn more, refer to help article update supplier invitation message. For information on updating the invitation settings, refer to help article on how to Update Invitation Default Supplier Settings.

 

Template Specifications and Completion

You must complete the template following the specifications 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 used to lookup existing supplier invitations.
Cancel Invitation Text N Valid values are 'Y' or Blank.

Upload and Confirmation

  1. Save File: Complete all supplier details in the template and save the template as a CSV file.

  2. Upload: Click Browse > select the saved CSV file > select OK.

 

  1. Send Invitation: When all the suppliers have been uploaded successfully, click the final OK. This triggers the invitations to be sent out to the suppliers listed.

 

  1. Tracking: Once invitations are sent, the supplier's registration status can be tracked by visiting the Administration module > click Suppliers > select the Invitations tab.