Help Centre

How to invite a marketplace vendor

Organisations can tap into Felix's growing network of over 50,000 Australian and international vendors. Find vendor accounts for companies already using the platform to speed onboarding and reduce duplicate invite management.


How to invite a marketplace vendor

To invite a new vendor to onboard for your organisation using Search Marketplace:

  1. Navigate to your Vendors > View all vendors or Suppliers > View all suppliers from the main menu.
  2. Click the Invite Vendor or Invite Supplier button at the top right corner.

  3. Under Search Marketplace tab, search for a company by name, business number or email.
  4. Click Invite next to the relevant company.

  5. An Invite Vendor popup box will appear.
    • Update the following:
      • Panel - Select a panel from the dropdown.
      • Sign-Off Templates - Select a sign-off template from the dropdown.
      • Vendor tags
        • This can be set by the organisation and this field will be visible if the Add Vendor Tag is enabled.
        • Select a tag from the dropdown. You can also add a comment by hovering the selected tag and click the Add Comment button to enter the comment. 
      • Invite Justification
        • This can be set as Optional or Required by the organisation. If the Enforce New Vendor Justification - Comment is enabled, this field will be required.
        • The Invite Justification text box will be disabled if the Attach 'New Vendor Justification' file is enabled.
        • Enter any related vendor invite justification notes or comments.
      • Dropzone link
        • This can be set by the organisation and the dropzone link will be visible if the Attach 'New Vendor Justification' file is enabled.
        • The dropzone link will be disabled if the Enforce New Vendor Justification - Comment is enabled.
        • Simply click the dropzone link to attach a file.
      • New Vendor Justification Template
        • This can be set by the organisation. A template can be added by the organisation if the Manage New Vendor Justification Template is enabled and enabling the Enforce Justification File makes the file as mandatory.
        • Navigate to Settings > Vendor Settings. Scroll to the bottom and go to Vendor invite justification template file section. Click the dropzone link to attach a file and click the Update button.
  6. Click the Invite button.


  • Zip files are not supported. For file types that are accepted, refer to File Type Support.
  • A vendor justification template needs to be added first via the Vendor Settings.







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