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Vendor Portal - Adding Customer Account Numbers
Vendor Portal - Adding Customer Account Numbers

Process to add account numbers in the vendor portal to enable connection between Kojo and Vendor ERP

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Written by Kojo Support
Updated over a year ago

Kojo is the leading materials procurement platform, used by Contractors across the country to connect with Vendors and order the construction materials they need. When a Contractor is using Kojo, Vendors have the opportunity to easily receive orders from Kojo digitally and Contractors benefit from having their order acknowledged directly in their procurement solution.

We’ve made enhancements in Kojo to automate ordering for you and the Contractor through our vendor integrations. This will enable you to to more easily:

  • Receive orders from Contractors

  • Send acknowledgements to Contractors with accurate pricing and backorders.

  • Send Invoicing to Contractors directly through Kojo for quicker processing and Payment.

Once a connection is setup between Kojo and a Supplier, additional customers can be added to the integration in Kojo through the Kojo Vendor Portal. Follow the steps below to add a customer account, enable the integration and acquire the price file email for your customers.

Adding a Customer Account Number

  1. Select "Options" next to the customer you would like to add a customer account number.

  2. Click "Customer Account # - Edit"

  3. Add the account numbers and click "OK"

  4. The account numbers will now show in the customer listing. From Options, you can select "Integration - Enable"

  5. Once enabled, the integration status will be updated to 'Active,' and the customer will be able to start receiving transactions.

If you have an questions regarding this process, please contact vendor-integrations@usekojo.com.

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