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 Suppliers in the left hand navigation menu
2. Click the "+" button on the right hand side of the screen
3. Fill out the required information, 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 Supplier" to send the invitations. 

Invite Suppliers in Bulk using a Template

1. Go to the Suppliers page by clicking Suppliers in the left hand navigation menu
2. Click the import button on the right hand side of the screen ()
3. Choose the community to connect the suppliers
4. Click on the "Download Template" link
5. Complete the template by populating the business names, contact name, email address. Save as a .csv (comma-delimited file) format.
6. Click and drag your file or click browse to upload your template and click Save.
7. Assign the appropriate Location Group and Product Group to which these suppliers belong.
8. Modify Email Invite Message (optional): this will display in the email invitation that the supplier contact will receive.
9. 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.

Open Invitations

You can view pending invitations in 2 ways.

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

   

    

2. View Open Invitations from the supplier list view. Once a supplier accepts their invite, you will see them within your Suppliers list view.

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 trash can.