How to invite new vendors or suppliers
If you have a specific contact email or new company that you want to invite to Felix, you can invite new vendors or suppliers at any time. This will create a new vendor/supplier profile and link it to your organisation.
How to invite a new vendor or supplier
To invite a new vendor/supplier who is not yet part of the Felix marketplace:
- Navigate to your Vendors > View all vendors or Suppliers > View all suppliers from the main menu.
- Click the Invite Vendor or Invite Supplier button at the top right corner.
- Go to Invite by email tab.
- Update the following:
- Email - Enter an email to send the new vendor invite to.
- Vendor Business Name - Enter a suggested vendor business name.
- Panel - Select a panel by clicking the field.
- Sign-Off Templates - Select a template by clicking the field.
- 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 to the bottom and got to Vendor invite justification template file section. Click the dropzone link to attach a file and click the Update button.
- Click the Send Invitation 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.