This topic explains how a merchant can invite a new supplier to the Dropship platform.

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Procedure

  1. To invite a new supplier to your dropship program, in the top navigation menu, click Suppliers.

    The Suppliers page is displayed.

  2. Click Invite Supplier.

    The Invite Supplier window is displayed.

  3. Enter the following details in the Supplier Info section:

    • The name of the supplier.
    • (Optional) A Supplier Number.
    • (Optional) A target launch date which appears in your supplier calendar.

  4. Enter the following details in the Primary Contact section:

    • The primary contact’s first name.
    • The primary contact’s last name.
    • The primary contact’s email.

  5. Click Send Invitation.

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Advanced settings

If a new supplier’s connection settings are different than your account’s default settings, you can change their settings during the invitation process in the Advanced Settings section.

Your account’s default supplier invite settings are set during your initial onboarding.

  1. To invite a new supplier who will have different account settings, click I want to override the settings below.

  2. In the Connection Level field, select a connection level.

  3. In the Fulfillment SLA (Business Days) field, enter a fulfillment SLA.

  4. In the Payment Terms field, select a payment term.

  5. In the Catalog Import Method field, select an import method.

  6. In the Cost Model field, select a cost model.

  7. In the Returns & Customer Service Allowance (%) field, add an allowance. The allowance increments by .25%.

  8. Click Send Invitation.

Your new supplier will receive an email from the Dropship Platform prompting them to sign in and begin the onboarding process.

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Viewing and Resending Invitations

  1. To manage the suppliers you have invited, navigate to the Suppliers page and click Invitations located in the New Suppliers section.

    The Invitations page is displayed. You can filter invitations by their status.

  2. To resend an invitation, click Resend.

    The Dropship platform re-sends the invitation email to the supplier.

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Activating new suppliers

After a supplier accepts your invitation, they appear in the Onboarding section on the Suppliers page. You can choose to receive a notification when your supplier has completed onboarding to know when they’re ready for their connection to be activated.

If you don’t activate a new supplier, they won’t be able to receive orders.

  1. To activate a new supplier, navigate to the Supplier page and click Onboarding within the Browse Suppliers section of the suppliers page.

    This page provides you with a list of suppliers who have accepted your invite. The In Review status means that the supplier has completed their onboarding and is ready for your team to activate them.

  2. Click the supplier you want to active.

    The Supplier Details page is displayed.

  3. Click Activate.

Once the supplier is Active, they will move from the Onboarding section to the Active section within the Suppliers page and they can begin receiving orders.

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Checking Onboarding Status

Once a supplier accepts your invitation, they will move to the Onboarding section on the Suppliers page.

  1. To view a supplier and check where they’re at with their onboarding items, navigate to the Supplier page and click Onboarding within the Browse Suppliers section of the suppliers page.

    This page provides you with a list of suppliers who have accepted your invite.

  2. Click a supplier.

The Supplier Details page is displayed.

  1. On the Supplier Detail page, click Onboarding in the left connection menu.

    The Onboarding Progress bar is displayed with a list of tasks that have been completed, their date, and who completed the task. Incomplete tasks have no completion date and are marked in grey.