This installment of our NetSuite Tutorial demonstrates how you can take advantage of NetSuite's feature to grant vendor access. Stay tuned for more posts regarding Oracle's NetSuite ERP and CRM.
Welcome to NetSuite. In this video, we will cover how to grant access to the Vendor Center. The Vendor Center gives your vendors access to different vendor related records such as purchase orders. This can be used so that the vendor can view records on their own to answer questions and view payment history as needed. The vendors that are considered resources on projects can also use the Vendor Center to track time on projects.
To grant access to the Vendor Center you first have to enable the Vendor Center Feature and then assign access to an individual vendor. To enable the vendor access click on SETUP - COMPANY, then under the SETUP TASKS section, ENABLE FEATURES. You will need to be an administrator to access this feature. Click into the WEB PRESENCE sub-tab. Scroll down the page to find the ACCESS section. In that section, check the box labeled VENDOR ACCESS, then press save. From here we will navigate to the vendor record we wish to grant access to. This can be done by going to a list of all vendors or by using the GLOBAL SEARCH.
Enter the vendor record in EDIT mode. In the vendor record click the SYSTEM INFORMATION tab, then click the ACCESS tab. Check GIVE ACCESS. Click the box that says SEND NOTIFICATION EMAIL if the person at the vendor company should receive an email with a link to the vendor center. This will be sent to the vendor email on file. Then set a password. The REQUIRE PASSWORD CHANGE ON NEXT LOGIN feature requires the user to set a new password after logging in for the first time. Then select the appropriate VENDOR ROLE. Press ADD. After this done press SAVE. The vendor will now be able to login to the vendor center by going to NetSuite.com, pressing the LOGIN button in the upper right and then using the email listed on the vendor record and the password you just set.
This concludes our video. Thanks for watching.