Accepting inbound vendors from your prequalification inbound website form

Managing Vendor Profiles with Trestle Automated Inbound Forms

Trestle’s automated inbound forms make it simple to maintain a clean, organized, and secure vendor database. By streamlining the process of adding new vendors and screening for duplicates or fake profiles, you can focus on working with qualified and verified partners. Let’s explore how it works.

How Inbound Forms Work

Each inbound form is tied to a specific prequalification criteria. However, once a vendor is added to your Trestle vendor database, they no longer need to go through the inbound form submission process. Instead, Trestle automatically handles any additional prequalification requests for these vendors.

Vendor Screening and Submission Process

1. First-Time Submissions
   • When a vendor fills out an inbound form for the first time, Trestle processes their W9 and checks their EIN against existing profiles in your system.
2. No Existing Profile Found
   • The vendor is moved to the Inbound Prequal Submission window.
   • You can review their submission and decide whether to accept or dismiss them.
3. Accepting a Vendor
   • Trestle creates a vendor profile in your database.
   • The vendor is automatically sent a request to complete their prequalification.
4. Dismissing a Vendor
   • The vendor will not be added to your database.
   • Trestle will not notify them of any further actions