Inviting Suppliers to Join a Community

Once you have completed your community setup (ie. organizing your community into product groups and location groups, then defining and assigning your community requirements, such as location types, product types, document types, etc.), including your supplier onboarding workflow template(s), you are ready to start onboarding!

You have 2 options for inviting suppliers, either through our online form, individually, or through our import template by product/location group in bulk.

Invite an Individual Supplier using an Online Form

1. Go to the Suppliers page by clicking on the left hand menu
2. Click the "+" button
3. Fill out the form on the left, including supplier's business name, contact name and email address, and assign to an appropriate product/location group.
4. Modify Email Invite Message (optional): this will display in the email invitation that the supplier contact will receive.
5. Click "Invite" to send the invitations. 

Invite Suppliers in Bulk using a Template

Complete steps 1 and 2 from above, then proceed with the following steps:

1. Scroll to the bottom of the page to click on the "Download Template" link
2. Complete the template by populating the business names, contact name, email address. Note each template should be specific for each location/product group combination. Save as a .csv (comma-delimited file) format.
3. Upload your template.
4. Assign the appropriate Location Group and Product Group that these suppliers belong to.
5. Modify Email Invite Message (optional): this will display in the email invitation that the supplier contact will receive.
6. Click "Send Invites". 

Note: You can only import suppliers using our template when they belong to the same product and location group combination. For example, if you have 20 suppliers that are Product Group = Dairy, and Location Group = USA, you can add these 20 suppliers to the import file and upload at once. You will need to complete a separate import template for Product Group = Protein and Location Group = USA for example.

After you upload your template, you will see a preview of the data you are importing. You should then select the appropriate location and product groups for these suppliers, modify your email invitation message if desired and once complete, click send invites.

Open Invitations

You can view pending invitations in 2 ways.

1. Add a Module to your Dashboard - visit the Configuring Your Dashboard article for more information. You can click through on the number displayed in the module to visit the Open Invitations tab (in option 2 below)
   

   

    

2. Open Invitations on supplier invite page - Once a supplier accepts their invite, you will see a record of the invite move to the Accepted Invitations tab.

A few additional notes regarding pending invitations:

• Resend outstanding invitations by clicking on the resend icon 

• Directly share the link for registration by clicking on the chain icon, then copying the link and sending to the intended recipient. 
• Delete someone's invitation by clicking on the x