Vendor Portal Preferences

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 all your vendors in a highly visible manner using the Banner Message. The banner message will be displayed in the Home screen of the vendor portal. For example, you can say “Welcome to Zylker Consultancies. Have a nice day!”

• Notify me for every activity that takes place in the portal: An email and an in-app notification will be 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 will be sent to your vendor whenever you add a comment or reject the documents they uploaded.

• Collect vendor’s organization details when they sign up for the portal: When a vendor accepts the invite and accesses the portal for the first time, an onboarding screen will be shown to enter and submit their organization details. You can view the submitted details in Vendors module and approve it. Once approved, vendor can access the portal.

• Allow vendors to upload documents: Vendors can upload documents that support your purchases. Once uploaded, you can verify and convert them into bills in Zoho Spend.

• Autoscan uploaded documents: Once the vendor uploads a document, Zoho Spend automatically scans the document and extracts the data so you can create bills easily. This option will be available if you enable Allow vendors to upload documents.

• Allow vendors to only upload documents for purchase orders: Vendors can only upload invoices for the corresponding purchase orders. Once uploaded, you can verify and convert them into bills in Zoho Spend. This option will be available if you enable Allow vendors to upload documents.

• Allow vendors to accept/reject purchase orders: The purchase orders you create and send will be available in the portal. The vendor can review the orders and accept or reject them.

• Allow vendors to update stock levels and item prices: Vendors can edit the rate and stock of their items which will in-turn be reflected in Zoho Spend.

• Notify me when vendors have updated stock levels and item prices: An email notification will be sent to you whenever your vendor makes any changes to their stocks and items.This option will be available if you enable Allow vendors to update stock levels and item prices.