Overview
Invite your vendors to create a Vendor Portal account and connect with them on Vendor Network. If you invite a vendor and they join, you become connected and receive updates on the items listed below.
The benefits
With your vendors on Vendor Network, you can:
- Comment on bills directly with vendors
- Securely receive payment account updates
- Request and store tax details and W-9s
- Let vendors invoice you directly on Ramp (beta feature)
How it works
Invite from vendor profile
To invite a vendor to create a Vendor Portal account from a vendor's profile:
- Go to 'Vendors' and select the vendor you would like to invite
- In the ‘Vendor details’ section, under ‘Vendor contact’ on the right hand side of the window, click ‘Invite to Vendor Network’
- Note - This will send an email invitation to the email address listed in the ‘Vendor contact’ details
- Once your vendor has signed up for Vendor Portal, you will see a ‘Network vendor’ icon in your vendor information
Invite from vendor creation
To invite a new vendor to create a Vendor Portal account from vendor creation:
- When you create a new vendor from 'Vendors' or through a bill, you will see the option to invite this vendor to the Vendor Network
- If the vendor does not have an existing Vendor Portal account, once they accept the invite and sign up you will be connected
- Go to 'Vendors Settings' to manage your 'Vendor Requests' setting. If this is toggled off, you won't have the ability to invite vendors to the Vendor Network during vendor creation.
Connect with existing vendors
If you want to connect with a vendor that is already on the vendor network:
- Open the vendor profile of the vendor you want to connect with
- In the ‘Vendor details’ section, under ‘Vendor contact’ on the right hand side of the window, click ‘Connect'