I would like to allow my vendors to log in the client portal
We can allow access currently to the customers to the customer portal. I would want to allow my vendors too
Anonymous
shared this idea
Hi all,
The Vendor portal feature is live now. Your vendors can now upload documents which you can verify and convert to bills in Zoho Books, view details of purchase orders, invoices and payments, generate statement of accounts.
To know more about this feature, check out our help document: https://www.zoho.com/books/help/vendor-portal/
If you need any further assistance feel free to reach out to us at support@zohobooks.com.
P.S: This feature is available only for the users in the Professional or Premium plan (India) of Zoho Books.
Regards,
Zoho Cares Team
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James
commented
right now you have a tick box when we make comments on PO that says show in portal. please change this to say "show in vendor portal"...this is confusing to our staff
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Anonymous
commented
I cannot like this enough! This is a perfect request!
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Clay Harryman
commented
We represent several vendors, and maintain stock for many of them. Sometimes, a vendor will have an urgent need for a part that we have in stock. By creating a Vendor Portal, we can authorize vendors to see our stock.
Additionally, Vendors can use this secure portal to send us marketing and sales information, invoices and other financial documents...
Yeah... there's a lot of potential for such a portal!
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Francis Meleard
commented
Open portal for vendors please. I have many vendor and it's complexe for me.
Thx
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Dave Owers
commented
yes a vendor portal like the customer portal would be great
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Dubraska Valeri
commented
Every month we have to wait for them to send it vía email and then create vendor invoices one-by-one in ZohoBooks. It would be very useful to allow the vendors to create their invoices in draft status from VendorPortal and attach relevant documents. Once created, allow us to approve it for it to become an open status vendor invoice.
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Anonymous
commented
please add vendor portal facility as a customer
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Rich
commented
I don't want vendors to be able to log into the client portal.ni want vendors to have their own portal so they can enter their own details and check their account. This is almost a deal breaker. Looking for other systems because of this.