How To Invite Suppliers:

How To Invite Suppliers:

Using the +Create New Invitation link in your Invitation Console you will be prompted to search the system to see if the supplier already exists. A minimum of 3 characters is needed to search. You may also search by the supplier’s TIN if you have it. 

If the supplier is available you can simply select +Invite

If the supplier is not available you will be taken to the invitation form to enter in the supplier details listed below to send the invitation.

• Company Name
• First/Last Name
• Recipient Email
• Invitation Type
• Phone Number

Supplemental Questions:

There may be additional items you need to identify when inviting a supplier, such as an urgent flag or the reasoning for the supplier invitation. These can all be handled using our Supplemental Question form. These questions can be optional or required for each requestor to complete when sending an invitation. 

Invitation Template:

The invitation that is sent to onboard suppliers is a standard template that is deployed during the implementation. If you would like to add/edit to the existing template verbiage you may do so based off of your organization's needs.