Vendor Application, Review and Acceptance
  • 08 Nov 2022
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Vendor Application, Review and Acceptance

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Article Summary

Taking applications from vendors

To get your vendors into the system you can either add them manually under Vendors -> Add New.  Or have them added to your system via a form. We have a default Vendor Application Form which you can use as a base template.

Edit and alter the application form as you see fit, double check under the form Settings that the form is set to Public/Outside World. As this is going to be the first time these vendors interact with your system. After this stage, future communication we would send them auto login forms.

You can then post the form URL on your website or send via email to potential applicants.

Reviewing Applications

Once an applicant has submitted the form they will show up in the registrations list for this form and you are able to click the green view button to view the submitted information. There are also buttons here to edit the form directly or to delete the registration. If you wish to confirm the application you can then click the monitor icon on the far right and within the Vendor pop up panel you can tick the confirmed vendor checkbox.

You can then go further to assign accreditation to the vendor, fill in elements of the Vendor Panel and then send your confirmed vendors, their vendor contract.