Generate Invite Code

Generate invitations with unique codes for supplier/vendors.
The following configurations are required to use this feature:
  • Operational units
  • Client locations
  • Job categories
  1. Navigate to Configuration in the MSP view.
  2. Click Supplier > Invite Code.
  3. From the Op Unit drop down, select the operational unit roof the invitation. You can only select one unit for the invitation.
  4. Using the Agreement Type tiles, select the requisition type. You can only select one requisition type for the invitation.
  5. In the Locations field, enter text that describes the location of the work being performed. The VMS suggests a list of configured client locations that match the text entered.
  6. In the Job Category field, enter text that describes the job category. The VMS suggests configured categories based on the selections in the Agreement Type and Locations.
  7. In the Sales Contact Email field, enter the supplier's contact email address. You can individually add addresses, or upload addresses in bulk. See Bulk Import Supplier Contact Information.
  8. Preview your email content by clicking . A popup opens with the content.

    This step is optional.

  9. Click .