Registering vendors with manual processes - such as with email, disparate filing systems, and spreadsheets - can prove challenging. Without a centralized electronic process, vendor registration bottlenecks can significantly undermine productivity. Fortunately, leading-edge vendor management software with a centralized vendor registration portal can streamline your end-to-end vendor management workflow with optimal oversight. Read on to learn how CobbleStone Vendor Management Software’s "wizard"-based vendor gateway registration can supercharge vendor onboarding.
Within your CobbleStone Vendor Management Software dashboard, select the “Setup” tab, then “Field Manager,” and then “Gateway Self-Registration.”
Please note that the image above may appear differently, based on your configured user settings.
After clicking “Gateway Self-Registration,” you will be directed to the vendor registration Wizard List, where you can view configured wizards and create new wizards.
By clicking “View Details,” you will be directed to “Wizard Management,” where you can select the wizard type, the wizard name, the wizard you wish to edit, the wizard’s section name, and the wizard’s section group(s).
Within each “Section Group Name” you can configure specific fields that can be marked as required and/or unique.
The system can assess fields that are marked as unique when creating a new vendor record. If unique field values match with an existing record, the system can prompt the vendor contact accordingly – saving you the headache of sifting through duplicate data.
To see a preview of the wizard as it would appear from your vendors’ perspective, simply click “Preview.”
Based on your configured field settings, vendors can enter necessary information accordingly. This preview feature allows you to essentially ensure that necessary fields are positioned correctly and ready for your vendors to populate in a user-friendly format.
If you make a mistake, don't worry! You can simply delete a wizard, section, or section group by selecting the appropriate fields in the dropdown menus and clicking "Delete."
Once your wizard is created, your vendors can seamlessly access it within CobbleStone’s Vendor Collaboration Gateway via the “Select Registration Type” dropdown menu.
After the vendor users select their registration type, they can submit necessary information and complete their vendor registration. Optionally, your System Admin Users can enable an email verification code feature - enhancing vendor authentication and security.
And just like that, you can streamline your vender registration - yielding reduced friction vendor management processes.
Streamline your vendor processes with an end-to-end vendor software platform. Holistic vendor management oversight – including easy, user-friendly vendor registration - with integrated contract lifecycle management - begins with CobbleStone Vendor Management Software.
CobbleStone’s trusted, award-winning, fully integrated vendor management software streamlines the purchasing process with optimal governance, reduced friction, and high flexibility from general vendor management to integrated source-to-contract lifecycle management. CobbleStone Software has been a visionary developer in vendor management software and contract management software since the mid-1990s. CobbleStone’s user-friendly, robust, and scalable solution seamlessly integrates with mission-critical applications for unified and seamless vendor management, supply chain contract management, and more. CobbleStone is also SOC 1 and SOC 2 compliant to support highly secure vendor management processes.
Discover why thousands of vendor managers and contract managers trust CobbleStone Software with their vendor management needs. To learn more about CobbleStone’s unparalleled vendor management software, book your free demo with a CobbleStone Software expert today!
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