Adding a New Entity
Adding a New Entity
Overview
The Add New Entity feature allows you to quickly add a new entity without sending an onboarding invitation to the supplier. This is useful when you already have all the necessary information about the entity.
Steps to Add a New Entity
Access the Add New Entity Button
- Navigate to the Entities section of the portal.
- Click on the Add New Entity button to open the form.
Fill Out the Form
- Enter Required Information: Input all necessary details about the new entity. Ensure that you fill out all fields marked with an asterisk (*), as these are required.
- Check Required Boxes: Review the form and check any boxes that are relevant to ensure the completeness of the submission.
- Enter Required Information: Input all necessary details about the new entity. Ensure that you fill out all fields marked with an asterisk (*), as these are required.
Submit the Entity
- Once you have filled out the form and checked all required boxes, click on the Add Entity button to submit the new entity.
- Once you have filled out the form and checked all required boxes, click on the Add Entity button to submit the new entity.
Verification Process
- After submission, the new entity will undergo a verification process. This process may take anywhere from 10 seconds to 2 minutes.
- During this time, the system will check the provided details for accuracy and validity.
View Verification Status
- Once the verification process is complete, the new entity will appear in your list of entities along with its verification status.
- Ensure to check the verification status to confirm that the entity has been successfully added.
Important Notes
- No Onboarding Invitation: This method does not send an onboarding invitation to the supplier, so ensure you have all the necessary information beforehand.
- Verification Timing: The verification process is automated and can vary in duration. Please be patient while the system processes the new entity.
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