What should I expect during supplier onboarding?
The supplier onboarding process begins when a CWRU community member submits your name and contact information to Procurement Customer Care Team. From there, you will receive an email invitation to register as an official CWRU supplier. The email will contain a registration link and an Access Code. Keep your code handy - you will need it to authenticate your invitation during registration. Once you've gained access to the system, you will be required to complete each field marked with an asterisk *.
What documents are required for supplier onboarding?
Upload the required signed tax documentation, such as a W-9 for U.S. entities or the applicable W-8 for foreign entities. If Net 45 - ACH is selected, upload the required voided check, bank verification letter, or other approved banking documentation.
What happens if my TIN matches an existing CWRU supplier?
The system performs duplicate-supplier validation. If an existing supplier is identified, please reach out to customercareteam-pds@case.edu for an invitation to create a user profile for your existing supplier entry.
Can I save my registration and finish it later?
Yes! If you need to leave before finishing, click Save for Later. Your progress will be saved, allowing you to return and complete your registration whenever you are ready. Verify your email address, record your registration information, and click Yes. You will receive a Supplier Registration Save for Later Confirmation email containing your Registration ID, Email ID, and a direct link to the Supplier Registration page.
Use the link provided, and the password you created when Save for Later was selected, to re-access your registration. Select Continue From Where You Left to resume your registration.
How do I submit my registration?
After reviewing your registration, enter a registration re-access password on the Submit page, accept the Terms & Conditions, and click Submit. This password is separate from the User Profile password established for the Primary Contact on the Contacts page.
The registration re-access password should be retained because it is required if you later need to resume the registration using Continue From Where You Left, including when CWRU returns the registration for additional information.
What happens after I submit my registration?
Your registration is sent to CWRU for review. You will receive an automated email confirming that your registration has been submitted for approval.
- We need more information: If, upon review by the Customer Care Team, it is determined that information is incomplete or missing, your registration will be returned to you for review and updating. You will receive an email with a link to update your registration.
- Your registration has been denied: on rare occasions, it is determined that a supplier candidate does not qualify to be an approved CWRU supplier. Supplier candidates will receive notification by email that their registration has been denied.
- Your registration has been approved: Once approved, you will receive an email titled Your Recent Supplier Registration detailing your newly created Supplier Name and Supplier ID. You are now an approved CWRU supplier, officially open for ordering!