To add new Suppliers, you must have at least the permission to Add & Edit Supplier Companies. For additional information, refer to Staff Permissions Overview.
There are three methods for adding new Suppliers to the system, each offering unique benefits and advantages based on the size of your business. In Old ComplyFlow, we refer to Supplier as Contractor.
Client Quick Start PDF
The Quick Start PDF is a 1 pager, client branded you can send out to your Suppliers. This includes a link to register the account which provides Suppliers with a streamlined, step-by-step process to quickly and easily set up their accounts with minimal effort involved from the Client.
Sending invitations via ComplyFlow
You can send an invitation directly to the Supplier to register and complete their setup. You will need Contractor RW in order to send. Once the Contractor registers, they nominate their ABN and company details and they will show up in the Client Supplier List.
1.To add Suppliers, navigate to the menu icon, select SUPPLIERS.
2. Select Suppliers.
3. Select Add Suppliers.
4. Assign a category by selecting an option from the Select Supplier Category dropdown menu.
5. Assign to Site by selecting an option from the Select Site dropdown menu.
6. Enter the Supplier’s email address and select Invite 1 Supplier(s). Please note that you can enter one or more email addresses at once.
