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:

1. Navigate to your Vendors > View all vendors or Suppliers > View all suppliers from the main menu.
2. Click the Invite Vendor or Invite Supplier button at the top right corner.
   
   
   
3. Go to Invite by email tab.
4. 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 the bottom and go to Vendor invite justification template file section. Click the dropzone link to attach a file and click the Update button.
5. 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.