Sign Up For Vendor Portal
Once you’ve recorded vendors in Zoho ERP, you can send them an invite using their email address. Once your vendor receives an email, they should:
- Open the email received and click Accept Invitation. They’ll be redirected to the signup page of the portal.
- Enter their password and click Confirm.
Once done, your vendors will be redirected to the Home page of the vendor portal.
Fill In Business Details
If you’ve enabled the preference to let your vendors fill in their details, they must fill and submit them for approval. These details include:
Business Details
Fill in your business details, like which currency your business uses in transactions, the primary contact for your business, and the language in which you wish to view the portal. Once done, click Save to proceed.
Address Details
Provide your business’s billing and shipping addresses. To do this:
- In the Home page, click View More next to My Details.
- Under Account Details, click the Edit icon next to the required address you want to update.
- In the pop-up that appears, fill in the required address.
- Click Save.
Your billing and shipping addresses will be updated.
Bank Account Details
Fill in your business’s bank details. With this, your customers can send you the payments accurately. To update your bank details:
- In the Home page, click View More next to My Details.
- In the next page, under Payment Details, click Add Bank Account.
- In the pop-up, fill in the required details.
- Click Save.
Your bank account details will be updated.
Other Details
Fill in other details requested by your customers. Once done, click Save to proceed.
Once you’ve provided all the details, you can submit them for approval. Once your customer approves, you can start using the vendor portal.