Adding & Onboarding Vendors

Methods for Adding Vendors

Method 1: Manual Entry

1. Navigate to Vendors → click "Add Vendor"
2. Fill in the vendor information form:
   • Company Name (required)
   • Contact Person (name, email, phone)
   • Company Address (street, city, state, country, zip)
   • Category (select from your configured categories)
   • Tax ID / EIN (for compliance)
   • Website (optional)
   • Notes (internal notes about the engagement)
3. Click "Create Vendor"

Method 2: Invite Vendor to Self-Register

1. Navigate to Vendors → click "Invite Vendor"
2. Enter the vendor contact's email address
3. The vendor receives an email with a registration link
4. They complete their own profile, setup their password, and enter details
5. You review and approve their profile within the registry

Onboarding Workflow

Vendor Invited → Self-Registered → Active

Onboarding Checklist

• Company profile verified (Name, taxId, phone, email)
• Primary address and contact person details verified
• Vendor portal access verified

Automations

• Automated registration invitation email sent when vendor is invited
• Automated login setup triggers upon vendor registration completion