Vendor Portal Preferences
As your business grows, managing all your supplies, tracking each transaction, collaborating with vendors, and maintaining vendor relations can become difficult. Zoho Procurement provides a dedicated portal for your vendors that lets them view and access their transactions. Read our help document on Vendor Portal to learn the actions your vendors can perform.
You can configure the preferences of the Vendor Portal from its Preferences page. To access the Vendor Portal Preferences page:
- Go to Settings on the left sidebar.
- Click Vendor Portal under Setup & Configurations.
You can configure the following preferences for the vendor portal:
- Banner Message: You can communicate important updates, welcoming notes, policy changes, or other relevant information to your vendors using the Banner Message. The banner message shows in the Home module of the vendor portal.
- Notify me for every activity that takes place in the portal: An email and an in-app notification are sent to you whenever your vendor adds comments, updates custom fields, updates tax information, or uploads documents.
- Notify my vendor when I comment or reject the documents: An email notification is sent to your vendor whenever you add a comment or reject the documents they upload.
- Collect vendor’s organization details when they sign up for the portal: When a vendor accepts your invitation and accesses the portal for the first time, an onboarding screen shows where they can enter and submit their organization details. You can view the submitted details in the Vendors module and approve them. Once approved, the vendor can access the portal. Learn More.
- Allow vendors to upload documents: Vendors can upload documents that support your purchases. You can verify these documents and convert them into bills in Zoho Procurement. Learn More.
- Autoscan uploaded documents: Zoho Procurement automatically scans documents uploaded by vendors and extracts the data so you can create bills easily. This option is available only if you enable Allow vendors to upload documents.
- Allow vendors to only upload documents for purchase orders: Vendors can upload invoices only for the corresponding purchase orders. You can verify these invoices and convert them into bills in Zoho Procurement. This option is available only if you enable Allow vendors to upload documents. Learn More.
- Allow vendors to accept/reject purchase orders: The purchase orders you create and send are available in the vendor portal. Your vendors can review the orders and accept or reject them. Learn More.
- Allow vendors to update stock levels and item prices: Vendors can edit the rate and stock of their items. These changes are reflected in Zoho Procurement.
- Notify me when vendors have updated stock levels and item prices: An email notification is sent to you whenever your vendor makes changes to their stock and items. This option is available only if you enable Allow vendors to update stock levels and item prices.