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Today, I will talk to you about how to manage suppliers through Zoho Books portal. Many people may not know much about it. In order to let you know more, Xiaobian summarizes the following contents for you. I hope you can gain something according to this article.

As a business, regardless of size, all have their own suppliers to provide relevant services and accessories for the business. As the frequency of procurement and the number of suppliers increase, the difficulty of managing procurement and tracking payments increases, which in turn affects the relationship between the enterprise and suppliers.

To solve this problem, Zoho Books introduced the functionality of a vendor portal. Through this function, suppliers can view their orders and communicate with manufacturers in a targeted manner. This way agents can avoid lengthy email traffic and have direct access to information about their transactions. Specifically, we can start from the following aspects:

1. Quickly process orders and determine prices

Once you create a purchase order, the supplier can see it in his portal. You can give the supplier a list of the items you want and the quantities you want, as well as the price you plan to pay, and the supplier can view the order instantly and give feedback and response. After the supplier accepts, they can give their final shipping price.

2. Review transaction files and create orders

After suppliers are ready to ship or ship, they can take photos and upload them to the supplier portal. After manufacturers check for approval, they can create quotations and invoices in the Zoho Books organization.

3. Share contact information

If a vendor changes their address and contact information, they simply edit the new relevant information in the portal, which is automatically synced to the vendor's Zoho Books organization. Similarly, if the vendor changes address, the vendor can see the vendor's latest shipping address in the portal.

Zoho Books also provides dashboards in the vendor portal and has pivot capabilities. In the vendor portal, the home page is equivalent to the dashboard for vendor Zoho Books. It shows the amount outstanding, the credit available to the supplier, the latest relevant payment information received from the customer, and related attachments.

After reading the above, do you know more about how to manage suppliers through the Zoho Books portal? If you still want to know more knowledge or related content, please pay attention to the industry information channel, thank you for your support.

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