Learn how to get the most out of the Vendor Portal with our simple video tutorials. These guides cover everything from basic functions to advanced features, so you always know what to do next.
Get an overview of Vendor Portal and learn how it simplifies supplier management. Explore the dashboard, onboarding, procurement workflows, and key features in this guide.
Learn how to add and manage currency codes in this guide. Set your base currency and define exchange rates for accurate transactions in a multicurrency environment.
Learn how to create and configure departments to structure teams, manage workflows, and assign responsibilities efficiently in the Vendor Portal.
Learn how to create sites and link warehouses in the Vendor Portal. Organize your inventory and manage locations efficiently for smooth operations.
Learn how to set up units of measurement in the Vendor Portal to ensure consistent product quantities and accurate transactions in this easy guide.
In this guide, learn how to create and manage item groups in the Vendor Portal to organize products or services efficiently.
Learn how to create and manage vendor groups in the supplier portal to organize suppliers efficiently. Keep vendor records structured and simplify supplier management processes.
In this guide, you will learn how to set up payment terms with our best procurement software to define clear, consistent payment conditions. Simplify purchase orders, contracts, and vendor transactions with flexible options.
Set up payment methods in the Vendor Portal to define how vendors receive funds via bank transfer, cash, check, or more. Keep transactions clear and flexible for suppliers.
Set up vendor rating criteria and scales to measure performance across key factors like pricing, quality, and timelines within the supplier portal. Make procurement decisions more accurate and consistent.
Approval workflows in the Vendor Portal let you manage who reviews quotations and under what rules. Customize conditions to keep procurement accurate and transparent.
This video shows how to set up roles and assign permissions in the supplier portal, from creating new roles to defining access levels and managing user responsibilities.
How admin can add and manage users in the Vendor Portal. It covers creating a new user, assigning roles, setting permissions, and updating user details to keep your procurement workflow organized.
This video shows you how to set up rating criteria and scores in the Vendor Portal, making vendor evaluations clear and easy to manage.
Watch how an admin can manually add and approve a vendor in the portal by filling out contact details, company information, and finalizing onboarding.
This video shows how vendors can register through the portal and how admins review, approve, or reject requests to ensure only verified suppliers are onboarded in the Vendor Portal - SRM.
In this video, we will explain how to create a Request for Quotation (RFQ) in the Vendor Portal. Learn how to add vendors, set key details, and submit your request to get accurate quotes.
This video shows how vendors can review and submit quotations in the Vendor Portal. Learn how to respond to an RFQ, create a direct quotation, add items, pricing, discounts, and submit your quote for review.
This video shows you how to create and manage purchase orders in smart procurement software. Learn how to generate a PO from a quotation or create one directly, fill in header and line-level details, and submit it for processing.
This tutorial walks you through setting contract details, adding products, applying discounts or taxes, and saving your contract. Watch how purchase orders are generated automatically and how to update agreements with addendum contracts.
This video walks you through creating a Goods Receipt Note (GRN) in the Vendor Portal. From selecting a purchase order to saving the receipt, see how to confirm delivered items in just a few steps.
This video walks you through how to create an invoice in the vendor management portal, update the details, and mark it as paid once the process is complete.
This video walks you through the "Comparison by Vendors" feature and its approval workflow in the procurement portal.