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Onboarding Invite_AUS

  • Updated

Here is the step-by-step guide on how a new Supplier will fill out an Onboarding form. 

 

Supplier Onboarding Invitation

  1. Open the Onboarding Invitation email and click on Click here to onboard now to start the process

Supplier Onboarding Form – Registration

  1.  Tick if you do not have an ABN

  2. Input your ABN, main Trading Name, and your First and Last Name

  3. Your email address is prepopulated, this will be your username the next time you log in

  4. Create a password ensuring it meets the password requirements and

  5. Click Register

    Items with an asterisk (*) are required fields

Supplier Onboarding Form – Onboarding Progress

This indicates your Onboarding progress. You can click on any of the four sections to go back and make changes once that section is completed. 

Green – Completed

Orange – In Progress/Incomplete

Note: The Enter SMS Code section will only appear if the Customer has entered a mobile phone number for a Supplier on the invite, as this triggers an optional layer of security to help ensure the person who is completing the form is the intended recipient.

 

Supplier Onboarding Form – Company Information

  1. Complete the Australian Business Registry Information section

  2. Complete the Trading Name Information section

  3. Complete the Physical and Postal address sections

  4. Complete the Other Information section and click Continue

Supplier Onboarding Form – Payment Details

 

The following will appear if you have previously verified with Eftsure. If you have, you have the option to select bank account details that you have previously supplied.

Alternatively, you can add a different set of bank account details.

If you select to use previously verified details, you must verify the bank account by entering the missing account number digits.

These options show for Suppliers that have provided their ABN and their bank account details have been verified by Eftsure.

  1. Suppliers who have previously used Eftsure can select a payment type they have previously used from the drop down list and click Select this payment type and continue or add a new payment type

  2. New suppliers can click Add another payment type and continue

  3. Select your preferred method for providing your banking details
    Option 1: Enter your account details manually
    Option 2: Proceed with Bank Link Verification: Obtain your details directly from your bank by selecting your financial institution from the dropdown list and log in to your bank from there
    Option 3: Enter international bank account. International bank account details can only be enter manually
    Option 4: Don’t accept payments by EFT/bank transfer

Eftsure uses the Equifax technology which banks use for approving loans. Please note that we do not see or store any login details.

Bank Link Security Information

When you choose to proceed with the Bank Link Verification method, you can go back to the previous screen by clicking Cancel and select another method.

 

Supplier Onboarding Form – Customer Requested Additional Information

Complete the Additional Information section. The Customer may require specific additional information. This could be documentation requirements, agreeing to their Terms & Conditions, invoices, etc. Any additional requirements from the Customer will appear in this section.

  1. If the form has a section asking for documentation, click on Upload new file to submit the requested file.(If you have submitted this same documentation for other Customers, click on Select previously uploaded file.)
  2. The following pop-up will appear. Click  Select File to attach the requested document from your computer.
  3. Add a Title for your attached document.
  4. Click on the calendar icon to choose the expiry date (must be a date future date).

  5. Click Upload.

    The Additional Information section will update with the information regarding the uploaded file.

  6. Confirm your Company Representative Details by entering your position and confirming that you are an authorised representative and click Continue

  7. The following pop-up will appear.

  8. Click Yes to finalize the Onboarding Invitation

Supplier Onboarding Form – SMS Code

Some Customers activate 2-Factor Authentication to ensure the person who is completing the form is the intended recipient.  

You will receive an SMS containing a code. Enter the code into the SMS code section and press Verify

Once finalized, the Onboarding Form will go to our Verifications Team to Verify your details. We may call you if we require any additional information. 

 

Supplier Onboarding Form – Verification

Once finalized, the Onboarding Form will go to our Verifications Team to Verify your details and you will receive the following email.

We may call you to Verify the provided details. If we do, the caller will provide the reference number outlined in the email you receive.