Creating a vendor/supplier invitation

Use this page to create and send an onboarding invitation to the vendor or supplier.

  1. Select Supplier Onboarding > Onboarding Applications > Invitations. The Invitations page is displayed.
  2. Click Add. The Send Invitation page is displayed.
  3. Specify this information:
    Invitee Type
    The type of supplier. Possible values:
    • New
    • Existing Supplier
    Supplier
    The name of the supplier.
    Note: This field is displayed only if the Invitee Type field is set to Existing.
    Company Information
    The company name of the vendor or the supplier.
    First Name
    The first name of the vendor or the supplier.
    Last Name
    The last name of the vendor or the supplier.
    Note: The values in the Company Information, First Name and Last Name fields are populated when an existing supplier is selected.
    Email
    The email address of the vendor or the supplier.
    Note: This value is populated when an existing supplier is selected.
    Phone
    The mobile number of the vendor or the supplier.
    Facility
    The code of the facility.
    Note: This field is displayed only if the Invitee Type field is set to New.
  4. Click Save.
  5. Click Add.
  6. Select the survey that must be linked to the invitation.
  7. Click Submit. The survey is linked to the invitation.