Our Vendor Management feature helps you streamline the process of managing vendors, tracking their compliance, and ensuring their approval status is up to date—all in one centralized location. With easy-to-use controls, Admins can manage vendor status, add new vendors, and securely upload documents with ease.
How to Access the Vendor Management Feature
To access the Vendor Management feature, log in as an Admin and navigate to the Vendor Management section in your admin panel.
Track Vendor Status: Easily view which vendors have been approved, are pending, or have been denied. You can view by:
Date
Name
Status
How to Add a New Vendor
To add a new vendor:
Click the + Icon: In the Vendor Management section, you’ll see a + icon. Click it to start adding a new vendor.
Fill in the Vendor Information: You’ll be prompted to enter the following information about the vendor:
Name: Enter the name of the vendor.
Phone Number: Enter the vendor’s contact phone number.
Email: Enter the vendor’s email address.
Website: Enter the vendor’s website URL.
EIN: Enter the vendor’s Employer Identification Number.
Certifications: Add any relevant certifications the vendor holds (optional).
Status: Set the vendor's initial status (e.g., Pending).
Upload Documents: You can upload important documents related to the vendor. Simply drag and drop the files into the document upload section, or click the "Upload" button to select files from your computer.
Click Save: Once all the information is entered, click Save to add the vendor to your list.
Managing Vendor Status
As an Admin, you have the ability to update the status of any vendor:
Approved: Mark a vendor as approved when they meet all necessary compliance requirements.
Pending: Set the vendor’s status to pending if their approval is still under review.
Denied: If a vendor fails to meet your compliance criteria, you can mark their status as denied.
To update a vendor’s status, simply click on the vendor’s entry, select the status dropdown, and choose the appropriate status.
For more help or troubleshooting, please contact our support team. We're here to assist you!