Click on ‘Vendor’ from the options on the top bar and you will get the two tiles:

1. Vendor Registration
2. Vendor Approval

Process of Vendor Registration

1. Vendor Registration: Means a process a supplier uses to register with the Purchasing Division to receive solicitations for specified commodities for a specified period of time.

It is the collecting key information from outside suppliers of goods and services and entering that information into a system to manage the relationship.

To start with the first step, Click on vendor registration. For the registration process one need to enter up the details as asked.

While adding up the details for vendor registration, there comes an option of company category which comes with a drop down option of company category.

If you’re selecting company category as “Trading Company” than you need to fill up the trading / dealer form. And if you’re selecting company category as “Manufacturing Company” than you need to fill up the manufacturing form.

• If you select ‘ For Manufacturing’ in company category than you have to fill the following details according to the requirement:

Click on "next", for saving up the details.

•  If you select ‘For Trader/Distributers’ in company category than you have to fill the following details according to the requirement:

•  Next is Registered Address, you need to fill up details as asked.

Click on "next", for saving up the details.

• Then comes option for My top Customers, you need to fill up details as required.

There is a icon of '+' at the right side, you can add more your top customers by clicking on that:

Click on "next", for saving up the details.

Add Details- Bank, PAN No, GST and MSME

• There is form for bank details. You will be asked to fill up details as required.

It is mandatory to tick on the option " is Primary Bank"

Click on "next", for saving up the details.

• Then comes GST (Goods & Services), you need to fill up details as required.

Click on "next", for saving up the details.

• After this, you need to fill up PAN details

Click on "next", for saving up the details.

• After this you will get option for MSME, you need to fill up details according to the details asked in form.

Click on "next", for saving up the details.

Add Contact Person Details

• Next is ‘Contact Person Details’, fill up the contact details as asked:

In this you need to add up the details of at least 2 Contact person by clicking on '+' icon at the right side.

Click on "next", for saving up the details.

Upload Certificate

• Next is Certification, you need to upload the certification and fill up the details as asked.

Click on "next", for saving up the details.

• Next is Documents, you need to fill up the details and upload the documents as per the details required.

Then click on the option ‘send for approval’ after filling all the required details which appears at the right last corner.

Process of Vendor Approval:

Vendor Approval: It means any written or verbal communication, arrangement or understanding, in each case whether or not binding on Seller or a customer of the Business, or any Contract between a customer of the Business and Seller

(i)It provides Seller with the prior Consent of such customer to provide certain services of the Business to such customer.

(ii) The places Seller on a pre-approved list as an eligible Person to provide certain services of the Business to such customer.

In this admin will check all the details documented by vendor.

To start with the first step, click on the vendor approval, the window appears with the following status: Approved, Reject and Unapproved.

By clicking on the status ‘Accepted’, ‘Reject’, ‘unaccepted’ the form appears which were filled by vendor as per the requirements asked.

Just like ‘company detail’ option on the left side, you will be getting other options below, the form will appear and you have to verify up the details according to the given requirements.

After verifying the vendor details by admin, the last option of "Vendor approval", click on that the page appears:

There appears the two option for 'Check Double Inv.' and the other option is for confirmation. Both the options are mandatory to tick after verifying all the details.

 

Then choose the approver's name:

Process when "Accepted"

Then the two options occurs as admit wants to 'Accept' or 'Reject'. 

If you click on "Accept" that means you have accepted.

Process when "Rejected"

If you click on "Reject" than there is a window pop up, in which you have to fill up the reason for rejection which is mandatory and then click on "submit".