Inviting Suppliers to a Supplier List

  • Updated

This article explains the two methods available for a Super Admin or Panel Administrator to invite new suppliers to an Enterprise Supplier List: manual entry for up to 50 suppliers at a time, or bulk upload using a CSV file.

Prerequisites

  • Role: You must be a Super Admin or a Panel Administrator.
  • Data: You must have the correct contact name and email address for the supplier's desired Vendor Admin account.

Important Note: The invited email address will be linked to the Supplier's Vendor Admin account. If the supplier doesn't have an existing account, they'll be prompted to create one. If they do, they'll be prompted to log in and the list will be added to their existing account. Liaise with your supplier to confirm the appropriate email address.

Steps to Invite Suppliers

Select one of the two methods below to invite suppliers to your list.

Method 1: Add New Suppliers (Manual Entry)

This method allows you to invite up to 50 suppliers at a time.

  1. Navigate to Admin Tools ->Enterprise Supplier Lists.
  2. Click the three vertical dots to the right of the relevant supplier list, and under ADD SUPPLIERS, click Add new.
  3. Select the relevant number of Suppliers (up to 50) at the top of the page.

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  4. Enter the names and email addresses of the suppliers.
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  5. Click the Validate list button to check that the email addresses are valid.
    • If email addresses appear invalid, check for errors or spaces before or after the address.
  6. If all emails are valid, click the 'All Ok - Send Invites' button.

Method 2: Import from file (Bulk Upload)

Use this method to invite a larger list of suppliers using a CSV template.

  1. Navigate to Admin Tools ->Enterprise Supplier Lists.
  2. Click the three vertical dots to the right of the relevant supplier list, and under ADD SUPPLIERS, click Import from file.
  3. On the right-hand side, click the Click here button to download the required CSV template file.
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  4. Open the template and leave Row 1 (containing 'FULL NAME' and 'EMAIL ADDRESS' headings) as is.
  5. In Column A, enter the supplier's contact name; in Column B, enter the supplier's email address.
  6. Save the updated file.
  7. Return to the platform page and select the Click a CSV file to upload button to select your file.
  8. Once uploaded, the list of suppliers will populate on the page.
    • If there are any errors, click the Cancel button, update the information in the file on your computer, and re-upload it.
  9. Ensure you check the box next to each supplier you want to invite.
  10. Click the >> Invite Checked Vendors button.

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Resend an Invitation

Use this option when a supplier has not received or acted on their original invitation.

Steps

  1. Navigate to the invitations tool:
    • Super Admin or Panel Admin: Go to Admin Tools ▸ Enterprise Supplier Lists.
  2. Click the bubbled number under the Invited column to open the list of pending invitations.
  3. Locate the supplier you want to resend the invitation to.
  4. Click the blue arrow next to their name.
  5. Select Resend this invitation.
  6. A new invitation email is sent to the supplier, and a new attempt is added to the Resent column.

Delete an Invitation

Use this option when an invitation was sent in error or the supplier should no longer be invited to the list.

Steps

  1. Navigate to the invitations tool:
    • Super Admin or Panel Admin: Go to Admin Tools ▸ Enterprise Supplier Lists.
  2. Click the bubbled number under the Invited column.
  3. Locate the supplier whose invitation you want to delete.
  4. Click the blue arrow next to their name.
  5. Select Delete this invitation.
  6. The invitation is removed, and the previously issued link can no longer be used.

Results / Validation

This will immediately send out a notification to the supplier's email address containing the list name and a link they can follow to register a profile on the list.

What's Next / Related

Limits & Notes

  • Deleting an invitation invalidates all previously sent invitation links.
  • Suppliers whose invitations are deleted can be reinvited at any time.