Suppliers may be requested by customer(s) to upload Business Classification, Insurance or other documents, for:
- Assurance purposes
- To meet customer's requirements to enable trading
Before uploading, keep in mind are:
- Documents will be made available to all connected customers, by default.
- If the valid from date selected for the document is in the future, the uploaded document will be accessible to desired customer on the valid from date. To ensure the document was uploaded successfully or view inactive documents, uncheck the Active Documents Only box.
- Adding new documents will automatically send notifications to customers, upon completion.
- Expiry alerts will be sent to supplier and customers 14 days before the Valid To Date.
Follow the instructions below or watch this short video:
To upload documents, select Profile on the left panel > click Certificates & Documents.
Once completed, the Certificates & Documents screen will populate to choose Business Classification, Insurance or Documents tab.
Business Classification
If the supplier's W9 business classification qualifies as a diverse organization (e.g. Minority Business Enterprise MBE), upload and provide details of any certifications on the Business Classification Tab.
To add a Business Classification Certificate, select Business Classification tab > click +Add Business Classification > Insert information in all required fields marked with a red asterisk > once completed, select Add.
- Adding new documents in Business Classification tab will automatically send notifications to customers, upon completion.
- Expiry alerts will be sent to supplier and customers 14 days before the Valid To Date.
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Documents will be made available to all connected customers.
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Note: Business Classification is only used by US Customers and Suppliers. |
Insurance
To add an Insurance Certificate, select Insurance tab > click +Add Insurance Certificate > Insert information in all required fields marked with a red asterisk > once completed, select Add.
- Adding new documents in Insurance tab will automatically send notifications to customers, upon completion.
- Expiry alerts will be sent to supplier and customers 14 days before the Valid To Date.
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Documents will be made available to all connected customers.
Documents
To add a document, select Documents tab > click +Add Document > Insert information in all required fields marked with a red asterisk > once completed, select Add.
- Adding new documents in Documents tab will automatically send notifications to customers, upon completion.
- Expiry alerts will be sent to supplier and customers 14 days before the Valid To Date.
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Documents will be made available to all connected customers.
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Note: Under the Documents tab, you will not be able to delete a document that is currently being used as a Bank Verification document on the Invoicing and Payment tab of your Company Profile. |
Customer Selection for Uploaded Documents
If the supplier profile is connected to multiple customers, the option to select specific customer(s) who can view document uploaded, if available.
A use case of this is, if one customer requires a certain document uploaded but another customer does not. The supplier can select a customer with the requirement to share the document with.