Inviting Suppliers

A comprehensive guide to inviting and onboarding new suppliers to your procurement platform.

Summary​

The supplier invitation process allows procurement users to invite new suppliers to join the Axiom platform. Once approved, suppliers receive an email invitation to create their account and connect with your organization.

Key Benefits​

• Streamlined supplier onboarding
• Centralized supplier management
• Automated invitation tracking
• Direct supplier-client connections

Understanding Supplier Invitations​

Invitation Process Overview​

• Initial Invitation: Procurement team sends invitation
• Approval Process: Invitation requires approval from Axiom before activation
• Supplier Notification: Approved suppliers receive email invitation
• Account Creation: Supplier creates account and connects to your organization
• Platform Integration: Supplier becomes active on the platform

Inviting New Suppliers​

Accessing the Invitation Feature​

• Navigate to the Suppliers section from the main menu

• Click + New supplier to start the invitation process

Providing Supplier Information​

Enter accurate supplier details:

• Contact person's name
• Business email address
• Company name

Completing the Invitation​

• Review entered information
• Click Invite supplier
• Await approval process
• Monitor invitation status

Tracking Invitations​

Monitor invitation progress through the Invitations tab:

• View pending invitations
• Track approval status
• See supplier responses
• Manage reminder notifications

Managing Store Access​

The Store Access feature allows you to control supplier access to your procurement platform and manage supplier connections.

Accessing Store Management​

• Navigate to the suppliers page
• Select the "Store Access" tab to view all supplier access requests

Approving Store Access​

To approve a supplier's access request:

• Locate the supplier in the Store Access list
• Click the ellipsis (⋮) menu next to the supplier's name
• Select "Accept" from the dropdown menu

Best Practices​

Invitation Management​

• Maintain accurate supplier information
• Use business email addresses
• Include clear company details
• Monitor invitation status
• Follow up on pending invitations

Interactive Tutorials​

Supplier Invitation Process​

This video guide demonstrates the supplier invitation process:

Accepting Supplier Invitations​

A walkthrough of the supplier acceptance process, from reviewing invitations to completing the initial setup.