Unregistered Suppliers (Importing Suppliers)

Users with relevant permissions can bulk Import Suppliers (including suppliers not already on the software) directly into the Suppliers tab of a Requirement. 

When importing suppliers, the software will identify whether a supplier organisation exists on the software if the e-mail address specified matches up to an account already on there. If there isn't a match, the supplier organisation will be treated as an Unregistered Supplier. 

How to: Import Suppliers

• Navigate to the Suppliers tab of your Requirement and click on the Import Suppliers button 
• You will then be taken to our Supplier Import Screen
  • See here for more information on importing suppliers
• Once you have imported the relevant suppliers, they will then show in the Suppliers tab of the Requirement
  • If an email address | Companies House Number | VAT Number provided matches a contact already on the software, then the record will pull through that organisation connected with that contacts email address
  • If an email address | Companies House Number | VAT Number  provided does NOT match a contact already on the software, then this supplier will be considered Unregistered - an icon against this organisation will be displayed. Please see below for further information on Unregistered suppliers
• You will be able to click Go Live to make the relevant suppliers live against the categories specified
• The Audit tab will record any suppliers imported (including Unregistered suppliers)

Unregistered Suppliers

Unregistered Suppliers are suppliers that do not have accounts on the Software. However they can be recorded against Requirements for audit purposes / and to allow you to invite them to participate in a Questionnaire. This is particularly useful when conducting Tender activities using an External Framework (etc) where you can invite a list of pre-qualified suppliers that may never have registered on your own portal.

• See here on how to Invite Unregistered Suppliers to an Invite Only Tender Questionnaire
• See here  on how to Invite Unregistered Suppliers to an Invite Only Research Questionnaire

If a user successfully creates an account on the software after the import, in which their email address matches the email address held against the unregistered supplier, the software will then update their record on the Suppliers tab of the requirement

• It will change the organisation record to the Organisation belong to the user with the matching email address and will record this in the 'Audit' tab of the relevant Requirement(s)
• It will only match and update the record once the user with the matching email address has created a password to access the site.