Multi-Entity Vendor Portal
Overview
Beta. This feature is currently in Beta.
Vendors can create multiple entities within their Vendor Portal account, and manage these entities under one sign-in/contact email. This is valuable for vendors that operate multiple businesses or entities under one contact email address. With a multi-entity Vendor Portal account, vendors can map entity-specific payment and tax details to their respective customers.
How to set up a multi-entity Vendor Portal
From payment/tax details request (new account)
- On the page to submit your payment/tax information, you'll see sub-text under the header about creating an entity if your business has one
- Select here in the sub-text to set up your entity (you can also always do this later using steps below)
- Add your requested details. Anything added will be tied to the entity you created
- Create a Ramp Vendor Portal account (optional)
From existing Vendor Portal account
- Go to 'Vendor profile'
- Click on your business name to enter the entity selector (arrow next to business name)
- Select "Create new entity" and fill out your entity
- Add payment & tax details for this entity (or skip and do this later)
- Assign customers to your entity (if you're connected to any) in order to share updates to your payment and tax details from the entity they're assigned to
- Submit
- If you re-assigned any customers, any bank accounts previously shared will be removed and customers will receive a notification to update to the newly assigned entity's information
Manage your entity
- When you update your payment or tax details, they will only be updated for the relevant entity, and those updates will need to be accepted by your customer.
- You can edit your entity name at any time by editing your Company name. The company name = entity name.
- You cannot delete an entity once it's created.
- Go to 'Customers' to view all your connected customers, and which entity they are paying. You can update the entity anytime using the switcher in the 'Paid to' field.
