Set Up Supplier Profile for Autofill
- A buyer sends you an invitation to complete an onboarding form or you have completed self-registration for a buyer.
- You've signed up for Strategic Sourcing.
You can set up your supplier profile to:
- Autofill onboarding forms sent by buyers.
- Complete self-registration for a buyer.
When you select the consent check box and add additional supplier contacts to your supplier profile, those added contacts can use your supplier profile to autofill onboarding forms. Added contacts can view all the information on your form, but they can’t edit it.
In your supplier profile, you can add this information:
- Supplier Name
- Website
- Description
- Addresses
- Phones
- Tax information
- Bank accounts
- Payment information
- Contacts
Workday recommends keeping your supplier profile updated. When you use autofill, Strategic Sourcing overwrites any input data in the onboarding form with data from your supplier profile. For any data not entered in the supplier profile, Strategic Sourcing removes entered data in the onboarding form. This only applies to fields on the supplier profile.
- After you sign in to Strategic Sourcing, clickYour Supplier Profileon yourDashboard.You must have an onboarding invitation to fill out your supplier profile.You can also access your supplier profile from the onboarding form while you’re editing the form.
- Fill out the supplier profile.In theContactssection, to save entered contacts, you must select the consent check box. Added contacts can view your profile, including added banking information.
- ClickSaveto save the supplier profile.When you update your supplier profile, the information doesn’t automatically update in submitted forms. Ensure you update any forms previously submitted.