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You can find the customers who have invited you to join the OpusCapita Business Network Portal on the Customer Connections list. Once the invitation is sent, customer will appear on the list. Next, you need to accept the connection. You can also reject invitations or reconnect with customers if required. Accepting customer invitation to connect.

Viewing and searching customer connections:

  • Go to Company and select Connections.

  • Customer Connections page opens.

  • Search your connections by:

    • Customer - the name of your customer.

    • Type - message type you are requested to start transacting: catalog, order, invoice.

    • Status - connection status:

      • Invited: customer invitation waiting for your acceptance.

      • Connected: connection has been accepted, you are now ready to start transacting the messages.

      • Rejected: customer invitation is rejected.

      • Requested: your request to connect has been sent to the customer, waiting for customer approval.

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