Add Suppliers

Suppliers are added via the Online Submissions workflow stage of any project. Adding a supplier also adds them to the Supplier Repository for future use.

When to Add Suppliers

You should add suppliers when:

• You are preparing a pre-bid project and want to invite participants.
• You need to register a new supplier for tracking and invitations.
• You are updating the Supplier Repository.

To Add a New Supplier

1. Open a project’s Online Submissions stage.

2. Go to the Supplier Invitations section and click + Add Supplier.

3. In the modal, select one of the following methods to add suppliers:
   • Add New Supplier
     • Fill in the required fields:
       • Company Name (required)
       • Primary Contact (optional)
       • Email (optional)
   • Select from Supplier Repository
     • Use the search bar to find and select an existing supplier organization from your repository.
   • Select Supplier Pool & Verticals
     • Choose predefined groups and relevant verticals based on your project.
4. Click Add Suppliers to confirm.

See Also

To complement your knowledge of this process, check the following pages:

• Manage Supplier Pools
• View Supplier Details