Setting up vendor company information

You must have basic information about a vendor’s company set up in the back office before a vendor user logs in to your portal for the first time. This information is displayed on the portal My Company Profile page. The portal user can submit updates to some, but not all, of the information on that page.

For multi-site implementation, vendor company information must be added in all sites of the Vendor Portal site group. All vendor records must use consistent vendor numbers across sites. For example, vendor number 1 in site A must be the same vendor as vendor number 1 in site B.

Vendor record

On the Vendors form, make sure this information is provided:

  • Company name
  • Address, including county and country
  • Remit To address
  • Language
  • Currency
  • FOB (free on board location)
  • LCR (letter of credit required or not)
  • Internet URL
  • Vendor contact name, phone, fax, external email and internal email

Vendor items and pricing

If a vendor refers to your items with a different item number, you can cross-reference their item numbers to your items on the Vendor Contracts form. When users from that vendor company log into the portal, they can view or look up their own item numbers.

Any special or contract pricing related to the vendor for specific items, as specified on the Vendor Contracts form, is displayed on the portal instead of the standard pricing for that item.