Vendor Onboarding: How To Invite Suppliers

How To Invite Suppliers:

Navigate to the Enablement menu and select Onboarding Invitation. In the Invitation Console, click + Create New Invitation to begin. You will first choose the Invitation Type, then search the system to determine whether the supplier already exists. A minimum of three characters is required to perform a search. If available, you may also search using the supplier’s TIN.

If the supplier is found in the system, select Invite to proceed to the invitation form where you can review recipient information.

If the supplier is not found, you will be directed to the invitation form where you can manually enter the supplier’s information, including:

• Company Name
• First and Last Name
• Recipient Email Address
• Phone Number

Supplemental Questions

Depending on your organization’s setup, additional information may be required when sending an invitation. For example, requestors may need to indicate whether the invitation is urgent, provide the reason for onboarding the supplier or input any preliminary information you may have for this supplier. These Supplemental Questions can be configured as either optional or required fields.

Invitation Template

Supplier onboarding invitations are sent to recipients via email using a standard template configured during implementation. Organizations may customize the invitation verbiage to align with internal processes and provide suppliers with any relevant onboarding instructions or requirements.

It is important that suppliers access the onboarding request directly through the emailed invitation link, as this ensures they are routed to the correct onboarding workflow and presented with the appropriate information to complete their registration.