How do I set up a Vendor in the Vendor Portal?

Here's a step-by-step guide to getting a vendor up and running with DigitBridge's Vendor Portal.

First, you'll want to create a vendor and complete setting them up. To get them ready to go on the Vendor Portal, start by going to Vendor > Vendor on the left-hand sidebar. Search for the vendor you want to set up, click Apply to see all vendors, or click Add to create a new one.

In the Vendor Management screen, change your process mode to Edit. Under the Dropship Supplier tab, toggle Send to Vendor Portal on. Toggle Is Dropship Supplier on if this is a dropship supplier. If not, leave it toggled off. If there are multiple contacts at that particular vendor that need access, click Add Email. When you’re done, click Save. 

Click Yes.

There are different Vendor Portal views depending on the type of Vendor using it.