Registering suppliers who do not self-register

The majority of the suppliers will register through the supplier portal. Use the following procedure to manually enter a supplier in the system who does not self-register in the portal.

To register a supplier who do not self-register

  1. Access Supplier Setup.
  2. From the Actions menu, select Create.
  3. Use the following guidelines to enter field values:
    Supplier Group

    Required. Select a supplier group to which the registered supplier belongs.

    Name

    Required. Type the supplier's company name.

    On the Registration Login tab, use the following guidelines to enter field values:

    User Name

    Required. Type the login name for the primary supplier contact.

    Password

    Required. Type the password that the supplier contact uses with the login name.

    Confirm Password

    Required. Type the password again to confirm.

    First / Last Name

    Required. Type the supplier contact's name.

    Phone Number

    Required.

    Email Address

    Required.

  4. Click the Company Information tab. Use the following guidelines to enter field values:
    Parent Supplier

    If the supplier has a parent supplier, indicate the parent supplier here.

    Tax Id Type

    Select a tax identification type to assign to the supplier company.

    Tax Id

    Type a tax identification code for the supplier company.

    Note: 

    If you receive a "Duplicate Tax ID" error, the primary contact has already registered the supplier company.

    Active

    Select this checkbox to make the supplier active.

    If you clear this checkbox, processing an event for the supplier is restricted.

    Group Purchasing Organization

    Indicate if the supplier is a group puchasing organization.

  5. Click Save.
  6. Define additional supplier information on the activated tabs.
  7. Click Save.