Onboarding data setup
The setup enables you to configure the parameters in General, Category, Approval settings, and Purge Data sections. The parameters are required to control the onboarding process of vendors or suppliers.
General Settings
You can use this section to set the parameters such as onboarding style, terms and conditions and enable the Allow Public Registration check box to authorize public to register as prospective vendors.
Category Settings
You can use this section to enable a category manager or a vendor assurance manager group for onboarding application approval process configure the category tree.
Approval Settings
You can use this section to set the approval process for applications submitted by a vendor and mandate the approval of site.
Company Information Master Data
You can use this section to enable the employee and revenue range and the number of years the company has been in business check boxes to include the vendor company details in the Onboarding Application.
Integration Settings
Purge Data
You can use this section to enable the deletion of the non-essential data related to the supplier from the customer profile after a specific number of days.