Supplier Connection

To access supplier connection, click Settings from the left navigation, then select Supplier Connection.

Use this section to connect Orders to an existing account you have already established, or to request an account be set up for you.

1

Click Request credentialed accounts to display the Request supplier accounts form.

Enter your information on the form and click Submit to send an automated email to the supplier to request a connection.

Note that this option is only available if there are still suppliers to request. If this option is not available on your screen, click Connect on the card instead. See 5 below.

2

This field indicates the status of the supplier:

• Requested - an email has been sent to the supplier.
  The Add credentials button is visible on a card with this status. See 3 below.
• Connected - you are actively connected to this supplier.
• Disconnected - you are disconnected from this supplier.

3

Add credentials: When you receive your credentials from the supplier, click the Add credentials button to enter the information.

4

The Connect button appears on a card when you have not connected with a supplier nor requested to connect.

5

Actions: Click the actions icon to Edit or Delete supplier credentials.

Deleting supplier credentials disconnects you from the supplier, it does not delete the supplier.

 

Updated November 17, 2023 15:31