To collaborate with your suppliers on the Orixe.Tech platform, you first need to connect with them. A connection is a digital link between your company and a supplier’s profile, similar to a business contact request. Once accepted, you can start sharing data and working together. There are three simple ways to invite suppliers to join the platform.
Invite via Connections – Make a connection with a new supplier.
Invite via Sustainability Module – Connect with a new supplier and invite them to complete an ESG questionnaire.
Invite via Audit Module – Connect with a new supplier and invite them to fill out an audit.
1. Inviting Suppliers via Connections
Click on the Connections tab.
Go to the Invite tab.
Click the Invite a Supplier button.
The Invite a Supplier form will appear. Fill out the required fields: Name for the invitation code. Expiry date - this sets how long the invitation link will be valid.
Click “Create”.
You will be redirected to the invitation page. Click “Copy Snippet to Clipboard”.
Paste the snippet into a new e-mail and send it to the suppliers.
2. Inviting Suppliers to Sustainability Assessment
Click on the Sustainability Module.
The “Invite suppliers to fill out the sustainability form” button will appear on the top of the site. Click on the button.
It is required to have submitted the assessment in order to invite new suppliers.
Two alternatives will show. Either “Choose existing suppliers” or “Create new invitation”.
Add new supplier
Click on the “Create new invitation” button and “Add new supplier”.
The “Invite a Supplier” form will appear. Fill out the fields.
Enter the name for the invitation code.
The “Expiry date” function determines how long the link will be valid for.
Click “Allow the Code to be Redeemed Multiple Times” in order to make the link usable multiple times. This function is especially beneficial if the invite will be sent to multiple suppliers.
Click “Create”.
You will be redirected to the invitation page. Click “Copy Snippet to Clipboard” and click “Continue”.
Paste the snippet into a new e-mail and send it to the suppliers.
The “Copy Code to Clipboard” function copies the invite code. The code can be used in order to connect accounts under the “Connections” function.
3. Inviting Suppliers to Audit
Click on the Audit Module
The top menu of the Audit module shows the following functions: Auditor View, Submitter View, and Templates.
Click on the “Auditor View” button
The auditor viewer site will appear. Click the “New Audit Request” function.
Choose a template and click “Continue”. If there are no template alternatives, follow the instructions from the Audit Tutorial.
Either “Choose existing supplier” or “Add new supplier”.
Add New Supplier
Click on the “Add new supplier” button.
The “Invite a Supplier” form will appear. Fill out the fields.
Enter the name for the invitation code. The “Expiry date” function determines how long the link will be valid for.
Click “Create”.
You will be redirected to the invitation page. Click “Copy Snippet to Clipboard” and click “Next”.
Paste the snippet into a new e-mail and send it to the supplier.
Avoiding Duplicate Invitations on the Orixe Platform
To maintain a clear and professional communication process with your suppliers and partners, it’s important to avoid double sendouts through the Orixe platform. Each invitation generates a unique code and there’s no cross-check possible before the account is registered. Once an account is created, we can detect and prevent duplicates, but it’s best to avoid this from happening in the first place through a quick check.
How to Check for Existing or Pending Invitations:
There are three easy ways to check if a company has already been invited before sending a new invitation.
1. Check the Pending Invitations in Audit
Go to the Audit module and click on the Auditor View tab.
Click on the Pending tab.
Here you’ll see all the invitations that have been sent out and are still awaiting a response.
2. Check the Pending Invitations in Connections
Go to Connections.
Click on the Pending tab.
This shows all sent invitations that haven't yet been accepted by the recipient.
If you see a duplicate, you can remove the validity of the link directly from here.
3. Check Registered Companies in the Redeemed Tab
Go to Connections.
Click on the Redeemed tab.
This shows all companies that have already registered on the platform
How to Make Connections With Existing Users in the Platform
There are two ways to make connections with existing users.
1. Connect via Client ID
If you already know the Client ID (The ID that existing users in the platform have) of the supplier you want to connect with, you can easily add them this way:
Click on the ‘Connections tab’ in your dashboard.
Click on the ‘Requests button’.
Scroll down a little, you’ll find a search bar for Client ID.
Enter the ‘Client ID’ of the supplier you wish to add.
Click on the ‘Add Connection' button next to the search bar.
Once done, a connection request will be sent to the supplier, and once they accept it, you can start collaborating on the platform.
They can find it in their connections tab.
Go to the ‘requests’ tab.
It will be shown in the ‘requested connections list’.
2. Connect via Invitation Code
You can also invite a supplier by generating a unique invitation code and sharing it directly with them.
Click on the ‘Connections tab’ in your dashboard and go to the ‘Invite tab’.
Click the ‘Invite Supplier' button.
The Invite Supplier form will appear. Fill out the fields.
Click ‘Create’.
You’ll be redirected to the invitation page.
Copy only the ‘Invite Code’ displayed there.
Send this code to your supplier via email.
Once your supplier receives the invitation code, here’s how they can use it to connect with your company:
They click on the ‘Connections tab’ in their dashboard.
Click on the ‘Requests tab’.
Scroll down a little, they’ll see a search bar labeled 'Invitation Code'.
Enter the invitation code you sent them into this bar.
