How to Invite a Supplier?

Modified on Fri, 27 Sep at 2:26 PM

  1. Go to the Suppliers page.

  2. Click on the “Invite Supplier” button at the top right.

  3. Fill out the form in the pop-up box.

    • Can invite suppliers one at a time.

    • Can send invites to multiple suppliers. 
      - Click on the “Add” button at the top right of the form in the pop-up box.

  4. Click on the “Send invites to Suppliers” button. 

  5. The system sends the email invitation to the invited supplier.

  6. Supplier clicks on the “Complete Accreditation” button in the email.
     

  7. Supplier is redirected to the Accreditation page.

  8. The supplier fills out the Accreditation form with his basic company information to complete account activation.

  9. Supplier clicks of the “Complete Invitation” button.
     

  10. The system activates the account, connects the two companies in the private network, and logs the supplier into Quotable.

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