Creating a new supplier record is for internal use only. If you are using the Tender App and wish to have a supplier record created that is linked to the supplier portal, you will need to provide your portals URL to the supplier and have them register and set up an account. We do not advise creating supplier records on behalf of suppliers as it can often cause confusion that results in duplicate supplier accounts if they are unaware a record already exists and subsequently registers on the portal. We have a dedicated help centre available to guide Suppliers through registering and using the supplier portal which can be found here.
When duplicate supplier records are created, the assistance of our support team is required to process a merge request to merge the data from both records into one. Depending on the amount of information associated with each record, these types of requests can take a significant amount of processing time for our team.
If you wish to create a supplier record for internal purposes only, follow the steps below:
- Navigate to the list view of supplier records by selecting Suppliers on the menu bar.
- Click New in the top right corner.
- A screen will appear with the Supplier record fields for you to populate the related information. Any mandatory fields will be marked with a red asterisk and must be populated.
- When ready, click Save to create the supplier record.
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