How to Initiate Vendor Onboarding in BruinBuy Plus | Scribe

    How to Initiate Vendor Onboarding in BruinBuy Plus

    • 18 steps
      1
      Log in to [BruinBuy Plus](https://bruinbuyplus.ucla.edu/).

      Request Vendor Onboarding from a Requisition

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      Prior to initiating vendor onboarding, please verify the vendor is not yet active in BruinBuy Plus. For more information, see [How to Identify Vendor Registration Status in BruinBuy Plus QRG](https://scribehow.com/shared/How_to_Identify_Vendor_Registration_Status_in_BruinBuy_Plus__YzxsGp6OT9-HP4qJP2lDgw).
      2
      From the *Home Shopping Dashboard*, click the desired "Purchasing and Payment Forms" tile under *Showcases*. This guide will select the **Purchase Request** tile. Review the [Forms Manual](https://ucla.app.box.com/s/phcvtdo91hbl7c8s6ghiwv13r236h5o2) for additional information on selecting forms.
      From the *Home Shopping Dashboard with cursor calling attention to the Purchase Request widget.
      3
      After reviewing the form instructions, click the **Next** button.
      Purchase Request form, with cursor calling attention to the Next button.
      4
      Enter the necessary information on the form. Click **Next** when you're ready to continue.
      Purchase Request form Details page, with cursor calling attention to the Next button.
      5
      Once you reach the form's "Vendors" section, click the **Request Vendor Onboarding** button.
      Purchase Request form Vendor page, with cursor calling attention to the Request Vendor Onboarding button.
      6
      Enter the vendor's information into the appropriate fields. **Vendor Name** and **Email** are required.
      Request Vendor Onboarding pop-up window, with cursor calling attention to the Vendor Name field.
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      To avoid onboarding delays, verify the vendor email address has been entered correctly.
      7
      Click the **Save** button.
      Request Vendor Onboarding pop-up window, with cursor calling attention to the Save button.
      8
      Continue to fill out the form and check out as usual.
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      **NOTE**: Once the checkout process has been completed and the requisition submitted, Vendor Management will invite the vendor to onboard via PaymentWorks. After the invitation is sent, the requisition will begin to move through approval workflow.
      9
      After all preceding requisition approvals have been completed, the requisition will stop in the *Final Review – New Vendor Finalization* workflow step. Once the vendor completes their onboarding and is officially **Active** in BruinBuy *Plus*, Vendor Management will add the vendor to the requisition, moving it out of *Final Review*. The requisition will go through any additional workflow steps and then become a purchase order. For more information on vendor registration status, view [How to Identify Vendor Registration Status in BruinBuy Plus QRG](https://scribehow.com/shared/How_to_Identify_Vendor_Registration_Status_in_BruinBuy_Plus__YzxsGp6OT9-HP4qJP2lDgw).
      BruinBuy Plus requisition "Summary" panel with the workflow step "Final Review -- New Vendor Finalization" marked as pending and assigned to Josie Bruin.

      Request Vendor Onboarding from a Direct Pay Form

      10
      From the *Home Shopping Dashboard*, click the **Direct Pay** **Form** tile.
      Home Shopping Dashboard, with cursor selecting the Direct Pay widget.
      11
      After reviewing the *Instructions*, click the **Next** button.
      Direct Pay form Instructions page, with cursor selecting the Next button.
      12
      Before requesting onboarding, click the **Vendor Search** link to verify the vendor is not already registered.
      Vendor page, with cursor selecting the Vendor Search link.
      13
      Enter the vendor name into the **Vendor** field. To search, click the **Search** button.
      Vendor Search pop-up window, with cursor selecting the Search button.
      14
      If the desired vendor is already registered, click the **Select** button to add them to the form and skip steps 15 through 18. If the desired vendor is not registered, exit out of the *Vendor Search* pop-up window to return to the form.
      Vendor Search pop-up window, with cursor selecting the "Select" button for a desired vendor.
      15
      On the *Vendor* page, click the **Request Vendor Onboarding** link.
      Direct Pay Form Vendor page, with cursor selecting the Request Vendor Onboarding link.