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