Managing onboarding invitations

Use this page to view and manage the onboarding invitations.

To access this page, select Supplier Onboarding > Onboarding Applications > Invitations.

The invitations are displayed in the Invitations section based on values specified in the Search Criteria section:

Field Name Field Description
Type The type of applicant. Possible values:
  • New (Buyer)
  • New (Public)
  • Existing (Buyer)
Application ID The code of the onboarding application.
Company Information The information of the supplier company.
Contact The contact number of the vendor or the supplier.
Email The email address of the vendor or the supplier.
Phase The type of the onboarding style used by the vendor or the supplier to provide the information to the customer.
Invite Sent Date The date on which the onboarding invitation is sent to the vendor or supplier.
Status The status of the invitation sent to the vendor or the supplier. Possible values:
  • Sent: The invitations sent to the vendor or supplier, are displayed.
  • Declined: The invitations that have been declined by the vendor or supplier, are displayed.
  • Accepted: The invitations that have been accepted, are displayed.
  • Not Sent: The invitations that are yet to be sent to the vendor or supplier, are displayed.
Invitation Sent Type The applicant type to whom the application is sent. Possible values:
  • Buyer sent
  • Public
Invite Date The date range for which the invitations are displayed.
Note: The Application ID, Company and Phase values are defaulted based on the specified search criteria.
  • You can use this page to send the invitations and reminders to the vendors or suppliers.
  • You can perform these actions on the page:
    • Add: Enables you to create a new invitation on the Invitations page that is displayed.
    • View: Enables you to modify or review the details of a selected invitation on the Invitation Details page that is displayed.