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How to invite/add suppliers in Claimlane

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.

Written by Support team

🔧 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 you’re in the Add Supplier view, you’ll 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.
We’ll review the submission and approve it shortly.

  • Note: Suppliers will not be notified that they’ve been invited to Claimlane until they receive their first claim.
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🎉 Success!

Congratulations, you’ve 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 through our chat widget.

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