This article will guide you step by step on how to invite your suppliers to your account. Doing so helps streamline communication and ensures a faster, more efficient collaboration.
đ§ How to Add Suppliers in Claimlane
Follow these steps to add new suppliers to your Claimlane account:
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1. Open Your Claimlane Inbox
Start by logging into Claimlane and entering your Inbox.
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2. Go to Your Company Dashboard
In the top right corner of the screen, click the four squares icon to open menu.
From there, go into your Company Dashboard.
3. Navigate to the Supplier Section
Inside your Company Dashboard:
Click on Invite Supplier in the left-hand menu.
Then click on Add Supplier.
4. Supplier Information and Data
Once youâre in the Add Supplier view, youâll see a menu on the left side with the following sections:
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Supplier Information:
Provide relevant details about the supplier:
Name
Supplier Number (Optional)
Email
Category (Optional)
Phone
Supplier Data:
Select the data required by the supplier, we recommend as the more efficient choices:
Item name
Item number
You also need to add a brand associated with the supplier you are inviting, often supplier and brand will share name.
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Once you followed all this steps, we recommend giving a last review before submitting supplier for review.
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5. Supplier review
Once you submit the supplier, Claimlane will automatically be notified.
Weâll review the submission and approve it shortly.
Note: Suppliers will not be notified that theyâve been invited to Claimlane until they receive their first claim.
đ Success!
Congratulations, youâve successfully added a new supplier in Claimlane.
You're now one step closer to streamlining your complaint handling and supplier communication!
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If you run into any issues during the process, feel free to contact us at [email protected], we're here to help!