Kofax SupplierExpress - Manual (Page 70)

Using SupplierExpress
70 Kofax SupplierExpress Administrator's Guide
Using Time Criteria to Search
1 Click Show to open the Request Date panel if the panel is not already open. (To hide the
panel, click Hide.)
2 Select one of the following:
▪ To view requests received over a pre-set period of time, for example, the last 30 days,
click the list button and select the .
▪ To view requests received during a specific date range, for example, between 1-1-2011
and 2-1-2011, click the Calendar button and select the and .
3 Click the Search button.
In the table, SupplierExpress displays the registration requests that it received within the
requested time criteria.
Accepting Requests
1 Select the check box next to the name of the supplier registration request to accept. You
can select more than one check box to accept multiple requests.
The Accept button becomes available after you select a supplier.
2 Click Accept.
SupplierExpress searches the ERP database for the company using the name that the
supplier provided.
If SupplierExpress cannot match the company name, use the search feature to locate the
company.
3 Select the supplier from the list and click Next.
4 Review the email that will accompany your invitation to register and click Accept.
Rejecting Requests
1 Select the check box next to the name of the supplier registration requests to reject. You
can select more than one check box to reject multiple requests.
The Reject button becomes available after you select a supplier.
2 Click Reject.
SupplierExpress displays the email message that SupplierExpress will send to the
rejected applicant.
3 Review the message, change it as appropriate, and click Reject.
SupplierExpress sends the rejection email to the supplier.
Viewing Invitations
1 Log in to the SupplierExpress home page.
2 Under Work with an invited supplier, enter at least 3 that appear in the
supplier's name into the Search field and click Search.
3 From the list, select an and click Select.
4 From the menu bar, click Invitations.
A list of invitees for the selected supplier appears. The page lets you invite another
supplier, remove a user, disable a supplier, and cancel the invitation of an invitee who
has not yet registered.