These steps guide you through inviting a supplier, providing their details, customizing the message, choosing email notification preferences, and finally, sending the invitation.
1. Inviting a Supplier to Register:
- Access the supplier record.
- In the "Actions" dropdown, choose "Invite Supplier."
2. Fill in Supplier Information:
- Complete necessary fields for the supplier.
- Optionally, personalize a message in the Customize Message section.
3. Email Notification Preferences:
- Opt to receive a copy of the invite email by selecting "send me a copy."
4. Send the Invitation:
- Ensure all required information is filled.
- Click the "Invite" button.