EBid Supplier Self Merge Existing Accounts

Description

Supplier: Merge Existing Accounts Overview This document provides an overview and instructions for a supplier to merge accounts from different sites together. • • • • Prior to the 2024 release, Unified Supplier Database, suppliers were required to register on each agency's site with a unique username and access each site individually to review and respond to bids. With the 2024 release, Unified Supplier Database, suppliers have the ability to merge their existing accounts together. This allows the supplier to log in with one username and password and access all agencies they have registered with in the Agency section. Suppliers are required to register with each agency to review and respond to bids. However, they can now use the Find New Agency option to find and register with other agencies and automatically merge them. Log in to any Ion Wave agency to see the Self Merge button. Only supplier users with the Administrative role will have access to the Self Merge option in the Quick Links section of the Home page. Figure 1 Select Self Merge in Quick Links box. Note: It is important to choose which account (agency site) will be the Primary Account. The information in that account must be accurate and what you want your information to show for all accounts. You must ALWAYS start from the account with that agency to begin all merge actions. How to Merge Accounts Click the Self Merge button. A pop-up box will appear to allow you to choose an agency to log into so you can merge your accounts. You must know your login information for the agency you choose. Page 1 Powered by Ion Wave Supplier: Merge Existing Accounts Click in the search field and start typing the agency name, or scroll to find the agency name. Figure 2 Use drop-down menu to select agency. Once you find the agency, click on the name to see a login screen. Enter your Username and Password for that agency and click the Verify Account button. Figure 3 Enter user login information and verify account. You will be brought to a screen called Supplier Compare. If Account Information Does Not Match If you receive a screen with error messages in red font, you will be directed to contact IWT Support. Email documentation showing your correct information to support.ionwave@eunasolutions.com. In this example, you would need to provide information showing the correct Tax ID number, Tax ID Type, and Organization Type. Figure 4 Non-matching company information will appear.