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Invite Existing Suppliers to the Submission Process

This how-to guide explains how to invite existing suppliers—already stored in your organization’s supplier repository—to participate in a solicitation through the Online Submissions stage.
This method saves time when working with recurring vendors, as their company details and contacts are already in the system.

When to Invite Existing Suppliers to the Submission Process​

You should invite existing suppliers when you need to:

  • Save time by reusing supplier data already stored in the system.
  • Ensure recurring vendors are included in your solicitation process.
  • Avoid manually re-entering supplier details.

To Invite Existing Suppliers to the Submission Process​

  1. Go to the project’s Online Submissions stage.
    Online Submissions
  2. In the Supplier Invitations section, click Add Supplier.
    Add Supplier
  3. Select From Supplier Repository.
  4. Use the search box to find suppliers by company name.
    Note

    You can select and invite multiple suppliers at the same time.

  5. Click Add Supplier.
    Select Supplier to Invite

A confirmation message appears: “Supplier added successfully”.

See Also​

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