You can create an entry for a Supplier's profile, without the record having to go through the workflow and be Compliance accessed via the 'Bulk Create' feature.
How to 'Record Create' a supplier record?
If you would like a supplier profile to be in 'Record Created' status, meaning the invitation is yet to be sent, please follow these steps:
- Select the 'Bulk Action' button on the top right side of the page.
- Select the 'Create 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 supplier's data into each column. The mandatory fields to be entered to go ahead with the record creation are the Company Name and ERP ID. (Please remember to save the changes entered).
- Upload the spreadsheet to the system via the 'Upload' icon in the center of the page.
- Once uploaded, select the 'Record Create' button on the right side of the screen.
Once uploaded, you will be able to find the supplier profile(s) via the Supplier List by clicking 'Suppliers' from the menu bar.