To resend an invitation to a supplier who has not yet accepted their invitation to register, find the supplier on the Invitations tab, which can be found in the Administration module > Suppliers > Invitations. You can filter the list for suppliers who have not yet accepted by selecting New in the State field. To resend the invitation, check the box next to the suppliers and click Resend.
Alternatively, resending invites can be done in bulk, similar to how supplier invites are loaded. If the Supplier Invitation ID in the file matches an existing supplier invite, the same invitation URL will be resent instead of creating a new record.
Resending Invitations - Upload
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Navigate to the Invitations tab. Click on Invite New Suppliers.
- Customise the message that is included in the invitation resent, so suppliers are aware that they have yet accepted the registration invite and need to action it at their convenience.
- Select Upload a list of suppliers and click Download Template to attain the Supplier Invite Upload Template.
- Details of the required data in the Supplier Invite Upload Template can be found here.
- Complete all of the supplier details and save the template as a CSV file. Make sure you are including the Supplier Invitation ID associated with each supplier so the system treats it as a resent.
- Click Browse, and select the CSV file and click Upload.
- When all the suppliers have been uploaded successfully click OK which will trigger the invite(s) to be resent to the supplier(s) listed.
Resending Invitations - Invitation Export
Another way for invites to be resent is to use an export of current invitations that have not yet been accepted by the suppliers.
In the Invitations tab, change the State to New and select Search, then click on the down arrow next to the Search button and hit Export. Download said export, then upload the file like you would if it was a bulk invitation upload.