Inviting Vendors to the Vendor Portal

Created by Emily A, Modified on Tue, 31 Dec, 2024 at 10:48 PM by Emily A

Inviting vendors to join your network has never been easier. Follow these simple steps to send out an invitation and manage the status of vendor approvals:


Steps to Invite a Vendor:

  1. Access the Vendor Invitation Section:

    • Navigate to "My Vendor" and select "Invite Vendor"
  2. Initiate the Invitation:

    • Click on the "Invite Vendor" button to start the process.
       
  3. Enter Vendor Details:

    • In the pop-up window, enter the necessary vendor details, such as name and contact information.
  4. Send the Invitation:

    • Click the "Send Invite" button to send the invitation to the vendor.



Vendor Invitation Status:

  • Pending Status:
    • If the vendor has not yet accepted the invitation, the status will show as "Pending".
  • Accepted Status:
    • Once the vendor accepts the invite, the status will update to "Accepted", confirming their registration.


Vendor Acceptance Process:

  1. Vendor Action:

    • The invited vendor will receive the invitation in their inbox.
    • To join, they need to click on "Accept Invite".
  2. Access the Vendor Portal:

    • Once accepted, the vendor will gain access to the Vendor Portal using their credentials.


By following these steps, you can efficiently invite vendors and seamlessly integrate them into your system, ensuring smooth collaboration within the Vendor Portal

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article