Supplier Onboarding

Supplier Onboarding allows users to validate supplier details received for supplier registration to approve/deny/revert the same.

The Eatec Supplier Portal allows suppliers to perform registration and onboarding processes. After the supplier is successfully registered, the supplier is eligible for submitting item bids received.

Click Masters à Supplier Management à Supplier Onboarding. The Supplier Onboarding page appears with the list of registered suppliers along with the following details:

Field	Description
Supplier Name	The name of the supplier as registered in Eatec.
Email ID	The primary email address of the supplier.
Approval Status	The approval status for supplier registration.
Actions	Allows Eatec users to perform the following actions: Resend - resend the email with the registration link to the supplier Approve - approve the supplier registration Deny - deny the supplier registration Resubmit - revert the application to the supplier with comments

Users can perform the following actions under Supplier Onboarding:

• Approving supplier registrations

• Denying supplier registrations

• Reverting supplier registrations

• Filtering supplier list

• Modifying supplier details

Approving Supplier Registrations

Users can approve supplier registrations directly from the Supplier Onboarding landing page or by selecting a specific supplier form by performing the following steps:

Search for and select the preferred supplier form from the Supplier List of the Supplier Onboarding page to open the same.

Check the details.

Click Approve. The status changes to Approved in the Approval Status column.

Denying Supplier Registrations

Users can deny supplier registrations directly from the Supplier Onboarding landing page or by selecting a specific supplier form by performing the following steps:

Search for and select the preferred supplier form from the Supplier List of the Supplier Onboarding page to open the same.

Check the details.

Click Deny. The status changes to Denied in the Approval Status column.

Reverting Supplier Forms

Users can revert supplier registrations directly from the Supplier Onboarding landing page or by selecting a specific supplier form by performing the following steps:

Search for and select the preferred supplier form from the Supplier List of the Supplier Onboarding page to open the same.

Check the details.

Click Resubmit. The Resubmit pop-up page appears.

Enter the changes to be made in the Comments field.

Click Confirm. The status changes to Resubmit in the Approval Status column.

Filtering Supplier List

Users can filter suppliers based on their approval status using Filter icon and choose the following parameters:

• Approval Status

  • Pending

  • Denied

  • Approved

  • Resubmit

  • Submit

Registering Suppliers

Suppliers must register themselves in Eatec by performing the following steps:

Ensure that all checkboxes are enabled in the Supplier Portal section under Master Management for the preferred role under Setup à Roles for seamless supplier onboarding.

Click Masters à Supplier Management à Supplier Onboarding. The Supplier Onboarding page appears.

Click Register. The Register pop-up page appears.

Refer to the following table and enter the details in the following mandatory fields:

Field	Description
Supplier Name	The name of the supplier to be registered in Eatec.
Email ID	The primary email address of the supplier. After the successful registration, this email address is used to log on to the Eatec Supplier Portal to submit bids.

Click Send Verification Link.

The supplier receives an email with the onboard registration link containing the following details:

• OTP

• Registration link

• Expiry time frame of the registration link

If the supplier fails to access the registration link within the specified expiry time frame, the Eatec user resends the email to the supplier.

Supplier Registration Portal

Click the registration link received through email. The supplier is directed to the Supplier Registration Portal prompting the supplier to fill in a set of mandatory fields.

Refer to the following table and enter the values in the mandatory fields:

Field	Description
Supplier Name	The name of the supplier to be registered on Eatec.
Email Address	The primary email address of the supplier.
OTP	The OTP received in the email with the onboard registration link.

The supplier is prompted to create a password.

Enter a password in the New Password field.

Reenter the password to confirm the same in the Confirm Password field.

Click Create Password.

Click Sign up.

Logging on to Eatec Supplier Portal

Suppliers can log on to the Eatec Supplier Portal to perform supplier registration and access bid requests.

Enter Customer Name in the Log In page.

Click Log In. The Log In page displays a set of mandatory fields.

Refer to the following table and enter the values in the mandatory fields:

Field	Description
User Email	The primary email address of the supplier used during supplier registration.
Password	The password to be used to log on to the Eatec Supplier Portal.
Customer Name	The name of the supplier appears auto-populated as entered in the previous page.

Click Log In. The user is directed to the Supplier Registration form in the Profile module of the Eatec Supplier Portal.

Enter the details in all fields across the following sections:

• Primary Details

  • Supplier Name (Auto-populated)

• Address & Communications

  • Street Address 1

  • Street Address 2

  • State

  • City

  • Zip Code

  • Phone Number 1

  • Phone Number 2

  • Fax

  • Email Address (Auto-populated)

  • Email CC

• Settings

  • Currency (Mandatory)

  • Min Order

  • Lead Time

  • Terms

  • Federal Tax ID

  • State ID Number

  • Send PO Via

  • PO Format

  • Receiving Tolerance %

  • Remarks

• Contact List - Contact list can be created for maximum of 10 contacts. These contacts are used for communication purposes in case of other contact’s unavailability. The system must not allow the same email address which is used for other contacts in any form for the same supplier. These contacts are allowed to be duplicated for other suppliers.

  • Title

  • First Name

  • Middle Name

  • Last Name

  • Phone

Click Cancel to reset the form with any unsaved changes.

OR

Click Save to save the changes without submitting the form.

OR

Click Submit to submit the form. The status of the Supplier Registration form changes from Pending to Submitted.

Once submitted, the details of the form cannot be changed by the supplier.

Contact Agilysys to make changes in the supplier details.

After the supplier submits the form, the supplier details appear on the Supplier List of the Supplier Onboarding page of Eatec from where an Eatec user can review the details and perform any of the following actions:

• Deny - allows the Eatec user to deny the supplier registration.

• Resubmit - allows the Eatec user to revert the application to the supplier with comments allowing the supplier to make the necessary changes resubmit the form. The status of the Supplier Registration form changes to Resubmit in the Eatec Supplier Portal.

• Approve - allows the Eatec user to approve the supplier registration. The status of the Supplier Registration form changes to Approved in the Eatec Supplier Portal.

Once approved, the supplier’s name is added to Supplier Management à Suppliers and the supplier is eligible to submit item bids.