Creating a Supplier in order to Load a Pre-Signed (Fully Executed) Agreement

This guide shows you how to create a new supplier quickly, in order to load a pre-signed agreement. Keep in mind that in CalUsource, a fully executed contract is called a pre-signed agreement.

Before you create a new supplier, you must ensure that the supplier does not already exist in CalUsource.

Click the image to see a larger version.

If your supplier is not in CalUsource, follow all the instructions below. If your supplier exists in CalUsource and has a status of Identified, Invited, or Registered, you can jump straight to Submit a Supplier for Approval. If your supplier exists in CalUsource and has a status of Approved or Normalized, you can skip this page entirely and go to Create a Draft Contract.

Create the Supplier  (10 minutes)
Submit the Supplier for Approval  (24 hours before approval is complete)

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Creating the Supplier

Click Create, then pick Supplier Profile from the fly out menu.

Fill in the Supplier’s Legal Name.
 

Click on the Category name to open the Category selector, where you should select the Category that matches the subject of the contract. Deselect any values that have been selected by default. Then, make your selection.

Procurement is preselected as the Organization Entity by default. Do not change this value.

Type in the supplier contact information: First Name, Last Name, Business Phone Number, and Contact Email.

Send Invitation is selected by default. However, when loading a pre-signed agreement, we recommend that you uncheck the Send Invitation checkbox.

Click on Choose Supplier Manager and enter yourself or the primary contact for your campus. The Subscribe option will be selected by default

Click Submit to create the Supplier.

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Submitting the Supplier for Approval

Go to the search box and search for the supplier you just created, then click on your supplier name in the search results.

Go to the top of the screen, click on the Action menu, the click Submit for Approval.

Within 24 hours, the Supplier will be reviewed and approved in CalUsource.

The Supplier Manager (typically you) will receive an email notification when the pre-signed agreement can be loaded. 

Now you can proceed to Create a Draft Contract.