ONBOARDING: Motivation to Onboard (MTO) a Supplier (B2B, CORPORATE ONLY)

B2B and Corporate Onboarding Process

From the Virtual Marketplace > Find Companies, once you have selected your optimal supplier, you are able to initiate a process to onboard the selected company to your supply chain.
From "Available Actions", select "Onboard company".
The system will now present you with a "Motivation to Onboard" (MTO) process, and will guide you through the applicable process.

Subject to your subscription package and your user rights, you may also be able to initiate an MTO directly from My Office > Onboarding (B2B & Corporate subscriptions only)
If initiated via "Find Companies", the MTO form will be pre-populated with information from the Companies profile.
If initiated as a direct MTO, the initiator will be required to input the relevant information, as required by your Company for onboarding.
From My Office > Onboarding, select “+ONBOARD NEW COMPANY”.
Complete all required fields of information.
If a user is attempting to onboard a company that already exists on the B1LINK directory, the user will have the option to "ADOPT" the company details which are then pre-populated with information from the companies profile, into the current MTO page.

On submission, the system will notify the invited company to access their profile, if an existing directory listing, and update accordingly.
If a new company to the platform, the company will receive an email to register.
You can monitor and action the onboarding process through the Onboarding table.

Your MTO requests can be viewed and managed from My Office > Onboarding.

Approval Stage:	Description
Awaiting Supplier Invitation Acceptance	The MO request has been sent to the Company, who has to yet to respond to the email
Awaiting Supplier Registration	The company has accepted the request, and is in the process of completing the registration.
Awaiting Contract Approval	The company has not yet accepted your contract documents as part of the registration.
Awaiting Compliance Checks	The company has submitted their profile, which is currently undergoing automated compliance checks.
Pending approval	The record has been escalated for onboarding approval (various levels may apply)
Awaiting Vendor Number	The MTO request has been authorised, and is in the process of being sent to your ERP system.
Completed	The MTO request is completed, and the company is now available in your ERP system for transacting. You will now notice your ERP number displayed in the Find Companies profile for this company.

From the "Available Actions" menu, you are able to perform a number of functions, such as viewing the supplier profile, viewing the contract agreements, viewing compliance status, approve or decline the request, cancel an onboarding request or resend the MTO invitation to the company.
Subject to your workflow rules, the request will progress through the relevant users for approval, and may be approved or rejected at any stage.
Approvers may add comments to their action, for your information.
Once approved, the record will integrate with your ERP system, where applicable, and return your ERP/Vendor number to the Company's profile, where it can be viewed in the Directory via Find Companies
If no integration is set up, B1 LINK will issue the suppliers unique reference number as the vendor number.