Home
When a vendor logs in to the vendor portal, they land at the Home module. Here, they can view the following details:
- Balance Summary
- Last Payment Received
- My Details
- Customer Details
Balance Summary
In this section, the following details will be available:
- Currency: The currency in which the vendor’s company does business.
- Open Purchase Orders: The count of the open purchase orders the vendor has with you.
- Available Credits: The amount the vendor might have refunded or any amount they owe you (through vendor credits created in Zoho Procurement). These can be applied to transactions and tracked accordingly.
- Balance Receivable: The amount the vendor has yet to receive from you for the goods or services you have procured from their business.
Last Payment Received
The details of the last payment the vendor received from you will be displayed in this section, including the amount received, the date of receipt, and the invoice associated with the payment. The vendor can click the invoice number next to Received for to view the invoice details.
My Details
In this section, vendors can view their business details as recorded in your Zoho Procurement organization. They can see their business name and the contact persons as recorded by you. Vendors can click View More to see their billing and shipping addresses as well as the name and contact details of the contact persons added by you.
If you have enabled the option for vendors to update their business details, they can update their business name, contact details, and billing and shipping addresses by clicking the Edit icon next to the respective options.
Shared Documents
Note: This section will only be available if you enable the option for vendors to upload documents through the portal.
Any documents shared between the vendor and you will be available in this section. Vendors can upload a document by clicking Upload Documents. They can also delete the documents they have uploaded by clicking the Delete icon next to the document.
Customer Details
In this section, vendors can view your contact details. They can see your business name and the contact details of the primary contact person. Vendors can click Send Email if they want to email you.