Request Supplier Account

Intake Attributes

The intake form for this template captures these details from the employee:

• Purchase Order Delivery Method: The method used to deliver the purchase order.
• Purchase Order Change Delivery Method: The method used to deliver updates or changes to the purchase order.
• Match Level: The level of matching required between the purchase order and related documents.
• Supplier Name: The name of the supplier.
• Primary Contact First Name: The first name of the primary contact associated with the supplier account.
• Primary Contact Last Name: The last name of the primary contact associated with the supplier account.
• Primary Email: The email address of the primary contact associated with the supplier account.
• Taxation ID: The identifier used for the supplier's taxation purposes.
• Street Address: The street address of the supplier.
• City: The city of the supplier's address.
• State: The state or province of the supplier's address.
• Country: The country of the supplier's address.
• Postal Code: The postal code of the supplier's address.
• Business Justification: The reason provided for creating the supplier account.

Manual Fulfillment

This service process routes the request for manual fulfillment to the IT team. You can build a flow in Flow Builder to include custom logic, such as manager approvals or automated fulfillment.

Integration

This template doesn't include any preconfigured integrations for intake or fulfillment. Use Flow Builder to create custom flows with connectors that define how the request is captured and fulfilled.