Vendor Portal - Preferences

As your business grows, managing vendors, tracking transactions, and maintaining a clear communication can become challenging. Zoho ERP includes a dedicated Vendor Portal that allow vendors to view their transactions, upload documents, and collaborate with you directly.

To configure preferences for your vendor portal:

• Go to Settings on the left sidebar.
• Under Organization Settings, select Vendor Portal under Setup & Configurations.

You can configure the following preferences:

• Portal Name: Change the name of the vendor portal, if required. Click Edit, update the name, and click Save.
• Portal URL: View and copy the portal URL. Share this link with your vendors so that they can access the portal.
• Portal Login: Choose how vendors sign in to the vendor portal securely. The available options are Default Login and SSO (Single Sign On).
• Banner Message: Display important announcements, welcome notes, or policy updates at the top of the vendor portal Home page. For example, you can say “Welcome to Zylker Corporation. Have a nice day!”
• Notify me for every activity that takes place in the portal: Receive emails and in-app notifications whenever your vendor adds comments, updates custom fields, updates tax information, or uploads documents.
• Notify my vendor when I comment or reject the documents: Send email notifications to your vendor whenever you comment or reject the documents they uploaded.
• Allow vendors to update their contact details in the portal: Vendors can add or edit their billing and shipping addresses, update custom fields, and manage other contact details directly from the portal.
• Collect vendor’s organization details when they sign up for the portal: Ask vendors to submit their organisation details when they access the portal for the first time. Review and approve these details in the Vendors module before granting full access.
• Allow vendors to upload documents: Let vendors upload supporting documents for purchases. You can review these documents and convert them into bills in Zoho ERP.
• Autoscan uploaded documents: Automatically scan vendor-uploaded documents and extract data to create bills faster. This option will be available if you enable Allow vendors to upload documents.
• Allow vendors to accept/reject purchase orders: Let vendors view purchase orders in the portal and accept or reject them directly.
• Allow vendors to update stock levels and item prices: Allow vendors to update item prices and stock levels, which automatically reflect in Zoho ERP.
• Notify me when vendors have updated stock levels and item prices: Receive email notifications whenever vendors make changes to item prices or stock quantities. This option will be available if you enable Allow vendors to update stock levels and item prices.

Once you configure the required preferences, click Save.