If you have one or more existing vendors that you would like to invite to Felix you can send them an invitation using the Invite feature within your account. Sending an invitation will automatically create a vendor profile in Felix, which helps you track their progress as they complete their vendor onboarding.
Note: The ability to invite vendors is subject to user role permissions and configuration set up by your Felix account administrators.
To invite a new vendor:
Once your invitation has been submitted the vendor will receive an automatic email invitation with instructions on how to complete their registration. The vendor will also appear in your vendor listing with the status Invited.
Note: Each vendor must have a unique email address. You will not be able to invite a vendor if their email address is already in use in your vendor base. You can search your vendor listing to ensure they haven't already been invited.
Tip: If no sign-off template is selected the default template will be used. You can learn more about sign-off templates in our guide; Introducing sign-off templates.
If you have multiple vendors that you would like to invite to Felix you can save time by importing a list of vendors instead of inviting them individually. The list you use must be filled out correctly and in the correct format. To help with this, Felix has made a template available for you to complete.
To import a list of vendors:
Once your list has been submitted the vendors will receive an automatic email invitation with instructions on how to complete the registration. The vendor will also appear in your vendor listing with the status Invited.
Tip: When importing a list of vendors Felix will provide feedback for each vendor record you are attempting to import. The feedback will indicate if a vendor with that email address, or one from the same domain, already exists in your vendor base. If you wish to delete a particular record, you can do so using the delete icon beside the relevant row.