Sign Up for the Vendor Portal
To access the vendor portal, your vendors must:
- Open the invitation email sent by you.
- Click Accept Invitation. They will be redirected to the sign up page of the portal.
- Enter a password and click Confirm. Their user name will be the email address they have provided to you.
Fill in Business Details
If you have enabled the option for vendors to fill in their business details, your vendors must provide their business details after they sign up. They need to enter the following details:
Business Details
The vendor must fill in their business details, the currency in which their company does business, the primary contact of their business, and the language in which they want to view the portal. They can click Save and Next to proceed.
Address Details
The vendor must add the billing address of their business. They can also add the shipping address by clicking + Add Shipping Address. If the shipping and billing addresses are the same, they can click Copy Billing Address. They can click Save and Next to proceed.
Bank Details
The vendor must fill in their business’s bank details. The information entered will also be used by you to send payments. They can click Save and Next to proceed.
Other Details
The vendor must fill in the other details requested by you. They can click Save and Next to proceed.
Preview Details
The vendor must verify the details they have provided. They can click Submit for Approval once they confirm that the information is correct. Then they can click Submit again. Their details will be sent to you for approval. Once you approve their details, they can access the vendor portal.
Resubmit Requested Details
If you request additional information to onboard a vendor to your organization, the vendor needs to provide these details. Here is how the vendor can do this:
- Open the email sent by you.
- Click View Application. They will be redirected to the portal.
- The requested details will be shown at the top. They must provide them or make the necessary changes.
- Click Submit for Approval.
The vendor’s details will be sent to you again for approval. Once you approve their details, they can access the vendor portal.