1. In the Vendor Details window click the tab Templates.

Templates window is displayed.

In the window, available templates are displayed in the column HTML TEMPLATE as hyperlinks.

Figure: Template List window

1. In the Template Details window, click the template hyperlink that is to be viewed.

Template Preview window is displayed. Here a preview of the template will be available.

1. In the tool bar click New.

Template Details window is displayed.

Figure: Template Details window

2. In the window enter values for the following fields.

Template Name: Enter a name for the template.

Type: Select a template type from a drop-down list. Option available are Registration and Pre-Qualification.

Details: Enter the template details.

3. After entering the values click Save.

On saving  the template details a new button Create Template is displayed in the window

4. Click Create Template.

Template Creation window is displayed.

Figure: Template Creation Window

In the window, different tools for designing a template is available. In the left pane elements that can be added to the HTML template will be available. In the middle pane which functions as a canvas,  user may arrange the elements to create the HTML template.  In the right pane properties can be entered for the selected elements. Drag the required element template on the left pane to add the element to the HTML. 

The following items can be added to the HTML template.

Header: Drag the option Header to the position where the header is required and in the right pane where properties can be defined, enter the text that is to be displayed in the header.

Label: Drag the option Label to the required position and enter the text that is to be displayed as the label.

Text: Drag the option Text to the required position and enter the text that is to be displayed. In the late pane select the properties for the text that will be  displayed.

Figure: Creating a facility to enter text

List:  Drag the option to the required position  and create a drop-down list. In the right pane properties can be defined for the drop-down list. Click Add to add items to the Items List.

Figure: Creating a drop-down List

Option. Drag the option to the required position to create an option with values Checked and Unchecked. Select the option State if the checkbox is to be selected by default. Also the option can be made mandatory by selecting the checkbox next to Mandatory.

Figure: Creating a facility to select  Option

Image: Drag the option to the required position to create a placeholder for inserting an image. The URL to access the image can be specified in the right pane.

Figure: Creating placeholder for image

Specialisations: These are typically used in pre-qualification templates. On dragging this option to the canvas,  list of available Specialisations will be displayed in the right pane from which the required ones can be selected. 

Figure: Creating facility for Specialisations

Location: These are typically used in pre-qualification templates. User will be displayed with a list of available locations, from which the required ones can be selected. Once selected, a table will be added to the canvas.

Figure: Creating a facility to select Location

Date: Drag the option to the required position to create a date picker. 

Figure: Creating a facility to insert date picker

Starting Date and Ending Date in the date picker can be selected here. 

Line: Drag this option to insert a line in the template. Thickness and Length of the line can be defined from the properties displayed in the right pane.

Attachments: Drag this option to the required position to create a facility to add attachments. 

Figure: Creating a facility add attachments

At  the bottom of the property panel, a drop-down  to set the background colour of the canvas is available. On clicking the down-arrow, a colour palette will be displayed. Select the background  colour from the palette.

5. After designing the template, click Save. Template saved successfully message is displayed.

A vendor management template is created successfully. Template URL will be displayed at the top of the window. This link will be published to the vendor for the purpose of registration.

Click Copy Link to copy the URL.

1. Click the provided link. Vendor Authentication window is displayed.

Figure: Entering email address

2. Here enter the Email Address and click Next.
3. In the window that is displayed enter the OTP you received through email.

Figure: Entering OTP

4. Click Next to continue.

Once the valid OTP is provided, there will be provisions to create a password.

Figure: Creating a Password

5. Enter a Password and re-enter the password to confirm.
6. Click Next. Vendor Registration form is displayed.

Figure: Vendor Registration Form

7. In the upper part of the form enter organization details. This includes Organization Name, Address and Contact details.
8. Click Add Files to attach reference files. Provide Description for the attached files.
9. Click Remove Files to remove the attached files.
10. After entering the values click Proceed. Advanced Vendor Information Registration Template is Displayed.

Figure: Entering Advanced Vendor Registration Information

11. Enter values for the following properties in the Vendor Registration Form. After entering the values click Submit.

12. The following message is displayed. Click YES to continue.

13. Submitted Successfully message is displayed. Click OK.

The submitted request will  be displayed in the To Be Certified window.

Figure: Viewing submitted request

Vendor Management team can Certify or Reject the submitted request.

For more information on certifying vendors see Certifying Vendor.