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How To Invite/Add A New Vendor To Your Network

Learn how to add Vendors into your UtilizeCore network.

1. Navigate "Network", then" Vendors" to view your Vendor list.

2. ClicClick on the round "+" button

3. Search by Name, Tax details, Email, Phone, or Address to see if the Vendor already has a UtilizeCore profile. 

 

4. If you are unable to find the Vendor, Click "ADD NEW VENDOR"


5. Click the "Legal Address*" field and enter an address


6. Select the address from the dropdown list


7. Click "Edit optional details" to expand and view more details


8. Here you can add additional Vendor details


9. Click the "Auto approve vendor (ON to turn vendor active or OFF to keep vendor inactive)." field. By selecting this Checkbox the Vendor will automatically move under the "Active" list of Vendors.


10. Click the "Auto approve vendor (ON to turn vendor active or OFF to keep vendor inactive)." field. By removing this selection, this Vendor will move under the "Pending" list and you have an option to Accept or Reject the Vendor


11. Click "Hide optional details" to hide extra details


12. Click the "Email*" field to enter an email


13. Click this button to edit invitation details such as message or attach an additional document with the invitation.

 

14. You can adjust the Invitation to UtilizeCore to provide additional context for your Vendor.

 

15. Click "Send invite"