Complete an Onboarding Form

A buyer sends you an invitation to complete an onboarding form.

You've signed up for Strategic Sourcing.

You can complete an onboarding form that buyers invite you to, which enables them to gather critical business and banking information.

When enabled by the buyer, you can login and edit at any time. If the

Edit

button doesn’t display, contact the buyer to determine if your profile is going through an approval process.

Access the onboarding form in the

Profile

section by clicking

Manage

Click

Edit

to make changes to the form and input the requested information.

When you have a supplier profile filled out, you can autofill the onboarding form for a buyer with information from your profile. When you autofill, any information already enter is overwritten. See Set Up Supplier Profile for Autofill.

The buyer can add help text at the start of the form for you to review.

You can add Contacts to this form so that the buyer company has the correct contact information for you and colleagues at your organization. Contact the sourcing manager through the

Message Center

to enable access for new contacts to your profile.

Your Onboarding Journey

displays at the top of the form if the buyer requires you to complete additional custom forms as part of the onboarding process.

(Optional) You can submit questions and view other messages from the sourcing manager using the

Message Center

Once completed and ready to submit, click

Submit

You can click

Save Draft

to save your incomplete form and return to finalize it later.

(Optional) To revise the submission, click

Edit

. Ensure you submit the profile once you finish making changes.

The form information that you submit to the buyer ensures a quick and accurate setup for your company.