The Vendor Portal helps suppliers collaborate efficiently and manage procurement processes digitally.
Key Features
Purchase Order Management
View and accept POs
Confirm delivery dates
Bill & Payment Status
Upload bills/invoices
Track payment progress
Delivery & Shipment Updates
Update dispatch details
Upload shipping documents
Communication Hub
Direct messaging with procurement team
Performance Visibility
View order history and performance ratings (if enabled)
How to Set Up Vendor Portal (Zoho Books / Inventory)
Enable Vendor Portal
Go to Settings → Vendors → Vendor Portal
Activate Vendor Portal
Set Access Permissions
Choose what vendors can view or upload
Control billing and shipment access
Configure Notifications
Enable PO alerts, payment updates
Invite Vendors
Send login invitations
Customize Portal Interface
Apply branding and layout settings
Access Rights: –
An email and an in-app notification will be sent to you whenever your vendor adds comments, updates custom fields or uploads documents.
Notify my vendor when I comment or reject the documents
An email notification will be sent to your vendor whenever you add a comment or reject the documents they uploaded.
Allow vendors to update their contact details in the portal
Vendors can add or edit their shipping/billing addresses, custom fields and other contact details.
Allow vendors to upload documents
Vendors can upload invoices that support your purchases. Once uploaded, you can verify and convert them into bills in Zoho Books.
Allow vendors to accept/reject purchase orders
The purchase orders you create and send will be available in the portal. The vendor can review the orders and accept or reject them.