Supplier Onboarding

With the newest release you are able to create and also invite new Organizations by yourself.

To start a Supplier Onboarding please login to our System and search for the Organization Tab:

Step 1: Create a new Organization:

Inside the Organization Tab please click on the “New” Button:

In the next Step you have to fill out all the information you have from the new Supplier. Most importnatly is to fill out the E-Mail address of

the contact person. This will be important in the last step by sending out the inivtation. (Step 3)

Step 2: Fill out the general Information about the new Organization:

Field	Value
Name	The Name for the new Organization
City	The City where the Organizaiton is located
Street	The Street where the Organization is located
Country	The Origin Country of the Organization
Zip Code	The ZIP Code of the Organization
House number	The House number of the Organization
Email	The contact person Email address
Telephone	The Telephone number of the contact person

Please dont forget to select the Type = Supplier since it will be a Supplier Organization:

Do not forget that there is another page after this which also needs to be filled out

Here you need to select the Language and Currency as well as an Approval workflow from your Organization:

Most important is to select the role set for the Organization to assure that all the processes can work properly.

What are the role sets for the Organization?

Role set/module	Explanation
Catalog module	All roles for an Organization which uploads catalog content (Standard)
Sourcing Module	All roles for an Organization which is working with (RFX) Sorucing Requests
Order module	All roles for an Organization which uses Service Entry Sheets (SES)*

After everything was filled out correctly you will see the message that the organization has been created sucessfully:

Success Organization was properly created

Step 3: Send an Invitation to the new Organization contact:

Now you are able to send an inviation to the new Organization created by selecting the “three dots” Button next to the Edit Button in the Top right corner and then select “Send Invitation” an invitation will then be send to the contact E-Mail address:

Important Notes:

Once the supplier organization is active, the supplier administrator must create users for his own organization. These users must be assigned a role too.

The Invitation mail sometimes is been send to the SPAM-Folder. The new Organization admin should check the SPAM-Folder for the Inviation Mail, too.

For setting up an Order module Organization there needs to be also a Set-Up for the SES Busniess Partner* Please see the documentation “SES Business Partners”