Outcome:

Enabling the Vendor Portal in Zoho Books leads to several positive outcomes that improve efficiency, transparency, and vendor relationships..

• Use case Implementation Steps:

Step 1: Enable the Vendor Portal

Implementation Stage 1:

1. Log in toZoho Books website with Administrator privilege.

2. Go to Home > Purchases> Vendors.

Implementation Stage 2:

Description:  

• Navigate to the Purchases module from the left sidebar and click on Vendors.

• Select the vendors for whom you want to provide access.

Implementation Stage 3:

Description:

• Click on the More Actions dropdown (top-right corner) and select Configure Vendor Portal.

• Enable the Vendor Portal Access toggle.

Implementation Stage 4:

Description:

• Enter the vendor’s email address and configure the portal settings as needed.

• Click Save & Send Invitation – the vendor will receive an email with a link to access the portal.

Step 2: Configure Permissions for Vendors  

Go to settings > Preferences > Vendor Portal.

1. In the Vendor Portal Settings, define what vendors can do, such as:

• View purchase orders and invoices.

• Submit invoices and bills.

• Track payment status.

• Update account information.

2. Customize notifications for vendor activities.

Step 3: Vendor Access & Portal Usage  

1. Once invited, vendors can log in via the link provided in the email.

2. Vendors can:

• Submit invoices/bills directly.

• Check the status of payments.

• View purchase orders.

• Update their details.

3. Vendors will get real-time updates on payment statuses.

• Target Audience:

• Finance team

• Accounts receivable team

• External shareholders

• Users:

1. CFO (Chief Financial Officer)

2. Accounts Manager

3 . Sales Manager

4 . Sales Executive

• Flow Chart:

• Tool Permission Required:

      Zoho Books

• Link Required:

      Flow Chart