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:
    New or Existing
    The type of supplier. Possible values:
    • New
    • Existing Supplier
    Supplier Name
    The name of the supplier.
    Note: This field is displayed only when you select an existing Supplier.
    Company Name
    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 Name, First Name and Last Name fields are populated when an existing supplier is selected.
    Email Address
    The email address of the vendor or the supplier.
    Note: This value is defaulted for an existing supplier.
    Phone Number
    The mobile number of the vendor or the supplier.
  4. Click Send Invitation.
    Note: 
    • You can use the Save option to save the details and send the invitation at a later date.
    • When this page is accessed using the Edit option on the Onboarding Applications page, you can only modify the email address of the vendor.
    • A notification is received by the supplier or vendor when the onboarding invitation is sent by the customer.