How to Add a Vendor & Invite Them to the Portal

Open Zoho Books/Purchases/Vendors

Click the "New" button to create a new vendor.

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Fill in all the basic information about the new vendor.

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Click to allow Portal Access

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Save the new Vendor.

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Invite the New Vendor to the Vendor Portal

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Note that until the Vendor clicks on the link in the email invitation that has been sent, their status will be reflected as shown below.

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