Inviting an existing vendor to your list
To invite a vendor from the 'My Vendors' page, click 'Invite in the top right corner
Enter the name of the vendor that you want to invite and select them from the list.
Confirm that the vendor you selected is correct and then click continue.
The vendor will receive an email notifying them that they've been invited to your list.
The vendor will now appear under the 'Not approved' tab on your vendor list.
Adding a vendor that doesn't have a VendorPM account.
To invite a vendor from the 'My Vendors' page, click 'Invite in the top right corner
Type the name of the vendor that you want to add. Since this vendor doesn't exist, click "Add [Vendor's Name]".
To add this vendor, you must add a service type and an email address then click 'Continue'
Note: Address and phone number are optional.
Once you click 'Add vendor', the vendor will receive an email notifying them that you've invited them to your list.
The vendor will now appear under the 'Invited' tab on your vendor list. Once the vendor claims their VendorPM account, they'll appear under the 'Not approved' tab until they meet your approval requirements and pay for VendorPM compliance.
Removing vendors from your list
Navigate to the profile of the vendor you’d like to remove and click on the 'Actions' button.
Click Remove from ‘My Vendors’ in the list of options
