When an invoice is received in OnePosting for the first time from a new supplier, or from an existing supplier but from an un-verified sender email address, the system drops the invoice into Items For Attention so that you can verify the sender email address by linking it to the supplier ref that is set up in your back office system.
Click the Assign Supplier link to open the Supplier selection and email verification screen.
The supplier might be set up on OnePosting already. Alternatively you may need to add it.
Enter part or all of the supplier name or reference code and click search suppliers.
If you do not find the supplier try limiting your search text to the supplier code as this must match exactly to what is in your back office.
Adding a New Supplier
Click Create Supplier Instead
Enter the supplier details taking extra care with the Supplier ref as this must match the ref in your back office system exactly.
Assigning to an Existing Supplier
Click Select next to the required supplier in the search results.
The Supplier information and contact details will be displayed aswell as the verified sender email address or email domain.
Enter the supplier details and address if missing.
Enter the email address for the primary contact. This contact will receive system messages such as when an invoice is rejected.
Sender Email address
Enter the supplier email address from which this invoice was sent. If the supplier has their own dedicated email address domain you can verify the domain by adding just the @ symbol followed by the email domain.
This means that any invoice received by email from anyone at that email domain will automatically be linked to this supplier code.
Click Create and Assign if adding the supplier
or
Click Assign if assigning to an existing supplier.
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