How to Invite Vendors and Manage their Details

You can invite a vendor by going to 'Manage Vendor' in the left panel. Select the vendor organization you wish to invite, go to 'Vendor users' section inside this orgnaization and add and invite new users.

To manage the vendor details, you can add/edit vendor tags, add bank details, and upload documents in the 'Other Details' tab. You can also create invoices in the 'Vendor Invoices' section and payment requests in the 'Vendor Payments' tab.

In the list of vendors in the 'Manage vendor' tab you can mark a vendor as active, inactive and can even blacklist them.

For better understanding please watch this tutorial video.