How To: Add Company as a supplier

You may be looking to add a supplier to your platform for various reasons, Registration, Tier-2 Reporting, Perform a Data Enrichment or Need to add a list of suppliers into your portal for reporting purposes and information management.

To accomplish that task you have a few options available to you:

 

Option 1: Upload a supplier list through the Data Enrichment app to quickly add suppliers and enrich their profile data. During the upload process, SupplierGateway matches the supplier information against our internal database of registered companies and integrated external data sources to identify and return available demographic and company information.

To begin, navigate to the Data Enrichment App > Data Enrichment Console and select Template, Glossary, or Instructions to download the upload template and review the required fields. After completing the template, select Create New Job to upload the file and start the enrichment process. Data Enrichment jobs typically take between 1–3 hours to complete, depending on the size of the uploaded file. Once complete, the suppliers will be added to your company portal along with any applicable enriched profile data. 

 

Option 2: Within the Supplier Management menu, the Supplier Upload Console allows administrators to quickly upload and maintain supplier records without performing a full data enrichment process. This option is ideal for adding new suppliers or updating existing supplier information such as company names, supplier numbers, email addresses, contacts, Tier 2 reporting requirements, demographic information, and other profile details.

To begin, navigate to the Supplier Upload Console and export the upload template. Complete the required fields, including Company Name and Supplier Number, along with any other pertinent company information you wish to add or update, then upload the completed file back into the console.

This action will add new suppliers to your system if they have not been previously loaded. If you are updating an existing supplier record, the Company Name and Supplier Number must remain consistent with the values previously loaded into the system. This allows the platform to recognize the existing supplier record and apply the updated information rather than creating a duplicate supplier entry.

Option 3: If you are looking to quickly add one, a few, or a small number of suppliers, navigate to the Supplier Management App and select Add Company as Supplier to add them individually to your portal.

 

The Add Company as a Supplier Process consists of 3 main steps:

Step 1 - Search the supplier name

This is done by entering a min. of 3 characters into the Supplier Name field to search the database to see if the supplier already exist or not.

Step 2 - View Results

The system will show results of suppliers that may match the supplier you are trying to add

Step 3 - Add Supplier

The supplier may or may not appear in the search results. If they do simply select the +Add Company as a Supplier icon

If the supplier does not appear, simply select the Manually Add Supplier option.

To manually add a supplier there are a few required, and recommended fields listed below:

1. Required Fields are:

• Supplier Name
• Supplier Number
• Phone
• Address Details

2. Recommended Fields are:

• TIN/EIN
• Contact Name

• Contact Email