To Bulk Invite a Supplier, please follow these steps:
- Select the 'Bulk Action' button on the top right side of the page.
- Select the 'Create or Invite Suppliers' button on the top left side of the page.
- Download the invite template, by selecting the 'Download CSV Template' button on the right side of the page.
- In the CSV Template, enter the Suppliers data into each column. Note: The mandatory fields to be entered in order to go ahead with the invite are the Company Name and Contact Email Address. (Please remember to save the changes entered).
- Upload the spreadsheet to the system via the 'Upload' icon in the centre of the page.
- Once uploaded, select the 'Invite Suppliers' button on the right side of the screen.
An invitation will then be sent to the supplier(s) via email, and you will be able to find the supplier profiles via the Supplier List, by clicking 'Suppliers' from the menu bar.