Category Manager: Supplier Onboarding and PDX Channel Account Invitation
A category manager creates a new supplier entity from the homepage of the Web UI, using the ‘Create New Supplier’ link. An entity is created and initiated into the onboarding workflow. Initial enrichment of matching data elements, such as legal name and address, occurs. Upon save, a find similar request is initiated. Any potential duplicates must be actioned prior to submit for further enrichment by either marking potential duplicates as non-duplicates or canceling the current onboarding task. Details on the cancel state in central onboarding solutions are available in the Governing Potential Duplicates topic here. Once submitted, further enrichment continues.
GLNs can be entered and the active product onboarding flag determines if it is saved to the entity only, or if a unique GLN location classification object is generated and maintained. The ‘Send Product Onboarding’ button is made available and is used by the category manager to invite users to PDX.
Once the category manager has finalized any enrichment, the supplier entity will flow through the rest of the onboarding workflow, allowing each user group persona to contribute. Ultimately, the supplier entity is approved by a STEP specialist.
For further information on the steps required to enable suppliers to access channel accounts in PDX, refer to Onboarding 1 - Giving Suppliers Access to PDX topic in the Accelerator for Retail enablement documentation here.
For additional information on Accelerator for Retail, refer to the Accelerator for Retail enablement documentation here.