As a Community Owner, setting up your community includes organizing your community into supplier groups then defining and assigning your community requirements, such as location types, product types, document types, etc. Once you have completed these step, including your supplier onboarding workflow template(s), you are ready to start onboarding.
You have 2 options for inviting suppliers: individually through our online form or in bulk through our import template by supplier group.
Invite an Individual Supplier via Online Form
1. Go to the Suppliers page by clicking Suppliers in the left-hand navigation menu.
2. Click the Add Supplier button in the top-right corner.
3. Fill out the required information, including the supplier's business name, contact name, and email address. Then, assign to an appropriate supplier group.
4. Modify the Email Invite Message (optional): This will display in the email invitation that the supplier contact will receive.
5. Click Invite Supplier to send the invitation.
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 in the top-right corner.
3. Choose the community for which suppliers are being added.
4. Click Download Template.
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 Supplier Group (required) and Supplier Managers (optional) to which these suppliers belong.
8. Modify Email Invite Message (optional): This will display in the email invitation that the supplier contacts receive.
9. Click Send Invites.
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 an invitation by clicking on the trash can.