Users with the Community Administrator or Community Supplier Administrator role can manually invite suppliers to register, within Unimarket.
If the community has one or two suppliers to invite, this method may be easier than uploading them using a CSV file, which is ideal for bulk entries.
Manually Inviting Suppliers
To manually invite suppliers, go to the Administration module > click Suppliers > select Invitations > click +Invite New Suppliers.
The Invite Suppliers screen will populate.
| 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. |
Select Enter a supplier manually > a pop up window will appear to enter the supplier's details.
Enter the supplier details > once completed, click Add. If you desire to add additional suppliers, select Add More.
When all the suppliers have been uploaded successfully, click OK. This will trigger the invitations to be sent out to the supplier(s) listed.
Once the invitations are sent, the supplier's registration status can be tracked by visiting the Administration module > click Suppliers > select the Invitations tab.
Re-sending Invitations
To resend an invitation to a supplier who has not accepted their invitation to register, go to the Administration module > click Suppliers > select Invitations.
Locate the supplier in the listing. You can filter, only the suppliers who have not accepted their invitation by selecting New in the State field > in Send Date field, select the desired range > click Search.
To resend the invitation, check the box next to the suppliers and click Resend.