Register Using the Next Generation Supplier Self-Service Registration

The self-service registration is extremely easy and intuitive for suppliers.

The next generation supplier self-service registration is a completely redesigned user experience.

Highlights of the system are as follows:

• Guided process optimized for easy capture of profile details and other requirements

• Improved extensibility, such as customer-defined validations and default logic

• Geographically responsive data entry

As the requester, you can begin by entering your email to receive a one-time access code, which is used to start the supplier registration. This security feature prevents bots from submitting registration requests and ensures a valid email is associated with each registration. You can return later to finish the registration by providing the email again to get a new access code, which will retrieve the saved registration.

The supplier registration URL is always the same for all users, even for users returning to finish their registration, which simplifies supplier support. The registration process is as follows:

1. Enter your email to start the supplier registration.

   You can personalize the start page to communicate information about your supplier registration and onboarding process. You can also add information or corporate branding to tailor the email notification that sends the one-time access code.

2. Enter the access code.

   After email verification, you are guided to provide the company information, contacts, addresses, business classifications, bank accounts, products and services categories, and questionnaire responses. These registration pages are simplified for quick data entry and you get more flexibility with the setup to configure some of the pages as hidden, optional or required.

3. In Company Details, provide the company details like name, country, tax identifiers, organization, and supplier types and so on.

   On company details, the country is required to drive defaulting on subsequent pages, which also enables you to configure UI rule conditions based on country. Here are some examples:

   • Hide fields, such as tax registration number when the country is USA.

   • Display country-specific attachment instructions to provide guidance on the types of documents you require. Besides country, there are several other attributes that support configurable conditions to enable similar dynamic UI behavior.

   • If your business requirement is to not have country as required, you can personalize the page to remove the required property for country.

   Another usability improvement involves tax information, when returning to complete a registration, you need not reenter taxpayer ID and tax registration number.

4. In Contacts, provide the details of all the contacts who will engage with the buyer for various business activities.

   On Contacts, the verified email is defaulted for the first contact, also the mobile, phone and fax country codes are defaulted based on the country selected on company details. You can also personalize this page to default a selection for requesting a user account.

5. In Addresses, provide details of all the supplier addresses from where their business activities are going to take place.

   On Addresses, the country is used to default the address country as well as the phone and fax country codes. You can also personalize this page to have the address purposes selected by default.

   The Loqate Smart Address service is another integrated service in registration and is a highly recommended feature to opt in to. The service manages detailed address locations for over 240 countries and provides a superior user experience with an automatically suggested address search that eliminates the data entry and input errors.

6. In Bank Accounts, provide details of all the supplier bank accounts where to receive payments against their supplies.

   Capturing a supplier bank account is greatly simplified with country-driven logic to help you to quickly provide bank account details unique to the country. The default country layout presented is based on the supplier's country. A seeded configuration is delivered for most countries out of the box.

   For example, the routing number is presented for a United States bank account, whereas sort code is used in the United Kingdom layout. You can modify or add country-specific rules to show or hide attributes, make them required or relabel them. Using the country-specific layouts, you need to provide information only for the necessary fields.

   Another usability improvement involves bank account attachments, use this to have requesters upload supporting documents for the bank accounts provided in their registration requests. The documents will help verify supplier bank accounts thereby reducing the potential for risks such as late payments or worse, fraudulent payments.

   To implement a stringent policy with respect to bank account verification, an option is provided to configure bank account attachments as required.

7. Provide the business classification as required.

   The Business Classifications page is streamlined to assist you to quickly determine if any of the diversity classifications are applicable to their company. If yes, the detailed form is presented to capture classification and certificate details.

8. Provide the products and services details as required.

   The Products and Services page presents summarized categories for selection indicating the types of goods and services that you can provide.

   After providing all information, the you can submit the request on the final page. On submission, guidance is provided if any corrections or missing information requires attention, if no, a success confirmation is presented with a registration request number for reference in any follow-up communications. You can personalize this page to include information such as contact details the requester can use for further communication.