How to Add a New Entity

Should you wish to add a supplier onto the system yourself, without it going through the external Onboarding process, you can do so using the "Add New Entity" function under the "Actions" button on the right-hand panel. When adding a supplier through this channel, no approval process will apply, and thus all details will be populated and finalised without being approved.

1. Select "Entities" on the left-hand panel and then select "Add New Entity".

2. Populate the required information and select "Add Entity" to trigger the verification of the Entity.

3. An hourglass icon will appear next to the Entity name, indicating that the verification of this specific vendor is in progress. Once the verification process has been completed, and a result has been returned, the verification status will be displayed under the "Verification" column on the main Entities page, illustrated by one of the thumb icons. Please refer to the "Verification Results" article for an in depth description of each possible verification thumb result.

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