Creating User for Vendor and Sending Invitation Link

When a prospective vendor details are sourced by your organization, buyer users with Org Admin role can initiate the process of onboarding the vendor by sending an invitation link for the vendor using the Vendor Registration app. A user is created automatically for the vendor in the User Management module with role as Applicant and an invitation email is sent to the vendor with instructions to sign up. The vendor registers in the IENT portal following the instructions received in the email and submits the demographic details, organization details, statutory registration and other details. Once buyer approves the details after verification, then a partner record gets created in the Partners module under Global Data and a partner admin role is associated with the vendor user. The vendor then submits the bank account details.

If buyer rejects the request for vendor registration application, the onboarding stops but the user account associated with the vendor remains active in the system with the role as Applicant. This helps in the scenario when buyer may again send invitation to the vendor in future with the same email address. The vendor can access the new registration form using the existing credentials

The following sections describe the process followed for the vendor onboarding from sending invitation to approval of the vendor application.

To create user for the vendor and send invitation to the vendor:

Log in to the IENT application.
On the homepage, click the Vendor Registration app. (You can also click the To-do’s to access the cases if the invitation is already sent.)
The Vendor Registration screen is displayed.
Click + on the top right corner.
The Invite Vendor screen is displayed.
Select/enter the following details of the vendor:
- Select Vendor Type
- Vendor Name
- Vendor Email
Click Invite Vendor.
The Vendor Registration screen is displayed with the status of the application as Invited.