To get started, in the left navigation, under Manage, click Vendors.

On this page you will be able to see all your vendors and what their current compliance status is. If they are not within your list, click Add Vendor to invite them.

You can now search for the vendor by their name, email or address.

If you can't find them within the system, that means they are not currently on VendorPM. In that case, click Add new vendor.

From there, you'll need to provide us with the vendor's contact information, answer Mark as a preferred vendor?, and click Continue. On the Review step, check the vendor details and click Add vendor, or Submit request if you asked to mark the vendor as preferred. Once you complete this, the vendor will receive a notification to get signed up & to upload all compliance documentation requirements for your company.

Congrats, your vendor is now a part of your company's vendor list! If you also asked to mark them as a preferred vendor, that request may need your Enterprise Leader's approval before they show as preferred.

To either remove a Vendor, or remove their 'preferred' status, tap on the "..." next to the vendor and click "Remove vendor" or "Unmark as preferred".

Removing a vendor takes them off your Vendors list. This is permanent and cannot be undone.