Add Suppliers
On your Workspace home page, click Suppliers
You have 2 options:
1. Adding suppliers one by one
2. Adding multiple suppliers via bulk upload CSV file
Option 1: Adding Suppliers One by One
Step 1: Click Add New to send invitation link to the suppliers.
Step 2: Fill in the Email and Company Name, and that’s it!
Supplier will receive an invitation link in their email. This link redirects them to their onboarding steps.
Option 2: Adding Multiple Suppliers via Upload CSV File
Step 1: Download CSV template which includes the required fields and instructions on how to fill them up
Step 2: Upload or drag your completed CSV file
Step 3: Complete the Field Mapping step. Next, click Proceed to process the file
Step 4: Upon successful upload, click Done
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Verified supplier: automatically added to your list of suppliers
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Not verified suppliers: the reason for failed verification will be displayed
Approving Suppliers
Step 1: Under the Pending Approval status, you will see the list of suppliers who have completed their onboarding process
Step 2: Click Approve to verify and add the supplier into your suppliers listing
Resending Invitation Link
Under the Awaiting status, you will see a list of suppliers that haven’t completed their onboarding process.
Click Reinvite to resend the invitation link.
