sourcing Setup Step 13: Define Reusable Invitation Lists (Optional)

 

You can add suppliers to a reusable invitation list If you typically invite the same core group of suppliers to many (or all) of your negotiations. Using an invitation list can help standardize your business practice by ensuring that all appropriate people are invited to targeted negotiations and can help streamline the negotiation process.  Buyers can add invitation list(s) when creating a new negotiation. Invitation lists can also be attached to a negotiation template.

 

To create a new invitation list:

1. On the Negotiations Home page, click the Administration tab.

2. Click "Reusable Invitation Lists."

3. On the Reusable Invitation Lists page, click Create Invitation List.

4. On the Create Invitation List page, enter a list name, description, and select an Access type. All buyers can view and use Public lists. Buyers can create their own private lists that are available only to them. The lists you create are immediately available for use. If, at some time in the future, you no longer need a list, you can deactivate it.

5. Click Add Suppliers.

6. Search for and select suppliers to add to your invitation list. Note that you can use the advanced supplier search features to build lists of suppliers based on the commodities or items they provide.

7. When the Search Suppliers page displays the search results, select the supplier(s) you want to add to the list and click Add to Invitation List.

8. You see that the suppliers appear in the Invitation List box in the upper right-hand corner of the page. Use the instructions in the previous steps to continue adding suppliers. Click Apply to return to the Create Invitation List page.

9. You return to the Create Invitation List page. For each supplier, ensure there is a value for Supplier Contact field. If you wish to send a notification to an additional supplier contact and you know the contact's e-mail address, you can enter that in the Additional Contact Email field. This is especially useful if the supplier has set up a broadcast e-mail.