Inviting Suppliers To Register - Manually

  • Updated

Users with the Community Administrator or Community Supplier Administrator role can manually invite individual suppliers to register within Unimarket. This method is generally easier for inviting a small number of suppliers (one or two), as opposed to using a CSV file for bulk entries.

 

Procedure for Manually Inviting Suppliers

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

  2. Initiate Invite: Click +Invite New Suppliers.

 

  1. Enter Details: The Invite Suppliers screen will populate. Select +Enter a supplier manually > a pop-up window will appear.

  2. Input Data: Enter the supplier's required details.

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.

 

  1. Add Supplier: Once completed, click Add. If you desire to add additional suppliers, select Add More.

 

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

 

Tracking Registration Status

After invitations are sent, you can monitor the supplier's registration status:

Navigation: Administration module > click Suppliers > select the Invitations tab.

 

Re-sending Invitations

You can resend an invitation to any supplier who has not yet completed their registration:

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

  2. Locate Supplier (Filter): To filter for unaccepted invitations, select New in the State field > select the desired range in the Send Date field > click Search.

  3. Resend: Check the box next to the suppliers you wish to re-invite and click Resend.