--- title: How to manage vendors in Peakflo vendor onboarding management? description: Managing vendors in Peakflo is pretty straightforward. You can view vendor details. invite a vendor, revoke the invitation, and perform bulk action. --- [Skip to content](https://help.peakflo.co/how-to-manage-vendors-in-peakflo-vendor-onboarding-management#main-content) [![PEAKFLO LOGO GRAM\_NO BG-1](https://help.peakflo.co/hs-fs/hubfs/PEAKFLO%20LOGO%20GRAM_NO%20BG-1.png?width=117&height=30&name=PEAKFLO%20LOGO%20GRAM_NO%20BG-1.png)](https://peakflo.co/) - [Go to Customer Portal](https://help.peakflo.co/tickets-view) - [Go to peakflo.co](https://peakflo.co/) Open main navigation Close main navigation - [Go to Customer Portal](https://help.peakflo.co/tickets-view) - [Go to peakflo.co](https://peakflo.co/) Hello! How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.peakflo.co/?hsLang=en) 2. [Accounts Payable](https://help.peakflo.co/accounts-payable?hsLang=en) 3. [Vendor Onboarding Management](https://help.peakflo.co/accounts-payable?hsLang=en#vendor-onboarding-management) # How to manage vendors in Peakflo vendor onboarding management? ## Managing vendors in Peakflo is pretty straightforward. Please follow the steps below. ### Table of Content 1\. [View Vendors](https://help.peakflo.co/how-to-manage-vendors-in-peakflo-vendor-onboarding-management#view-vendor) 2\. [View and Verify Vendor Details](https://help.peakflo.co/how-to-manage-vendors-in-peakflo-vendor-onboarding-management#vendor-details) 3\. [Invite a Vendor](https://help.peakflo.co/how-to-manage-vendors-in-peakflo-vendor-onboarding-management#invite-vendor) 4\. [Revoke the Invitation Sent to the Vendor](https://help.peakflo.co/how-to-manage-vendors-in-peakflo-vendor-onboarding-management#revoke-invite) 5\. [Perform Bulk Action](https://help.peakflo.co/how-to-manage-vendors-in-peakflo-vendor-onboarding-management#perform-bulk-action)   --- #### View Vendors Go to the "**Vendors**" tab under the "**Payables**" section.  Here you will see all the vendors and their details. ![Group 303](https://help.peakflo.co/hs-fs/hubfs/Group%20303.png?width=600&height=412&name=Group%20303.png) Listed below is the function of the different tabs: **Active Vendors:** In the Active Vendors tab, you can view all the currently active vendors in the system. **Inactive Vendors:** Here you will find the vendors you have achieved, the ones whose invitation has been revoked, or the vendors who have declined your invitation.  **Vendor Portal Enabled:** When you have the Vendor Portal with Peakflo, here you will find the active vendors for whom you have enabled the vendor portal. **Vendor Portal Disabled:** When you have the Vendor Portal with Peakflo, here you will find the active vendors for whom you have disabled the vendor portal. --- #### View and Verify Vendor Details 1. Go to the "**Vendors**" tab under the "**Payables**" section. 2. Locate the vendor for whom you want to verify the details and click on the **Edit** button. **![Group 11](https://help.peakflo.co/hs-fs/hubfs/Group%2011.png?width=600&height=187&name=Group%2011.png)** 3. A pop-up will appear with all the vendor details. 1. In the **Info** tab, view all the details of the vendor's company. You can see the **green tick** that represents verification if the vendor information has been verified. ![AP side vendor form (1)](https://help.peakflo.co/hs-fs/hubfs/AP%20side%20vendor%20form%20(1).png?width=450&height=1093&name=AP%20side%20vendor%20form%20(1).png) 2. In the **Address** tab, view the vendor's company address as well as the billing address. ![](https://help.peakflo.co/hs-fs/hubfs/image-png-Feb-28-2024-10-16-04-0466-AM.png?width=450&height=572&name=image-png-Feb-28-2024-10-16-04-0466-AM.png) 3. In the **Bank Details** tab, view and verify the bank details the vendor provided. 1. When the vendor information is accurate and verified, the pop-up window will look like the image below. ![Frame 225](https://help.peakflo.co/hs-fs/hubfs/Frame%20225.png?width=450&height=605&name=Frame%20225.png) 2. If the vendor's bank details are invalid, the system will show a message: **Bank account verification failed**. In such cases, the pop-up window will look like the image below. ![](https://help.peakflo.co/hs-fs/hubfs/image-png-Feb-28-2024-01-54-07-8572-PM.png?width=450&height=573&name=image-png-Feb-28-2024-01-54-07-8572-PM.png) You will need to ask your vendor to fill in the correct information again in the Vendor Onboarding. 4. In the **Contacts** tab, you can view the contacts associated with the vendor's company. Also, you will be able to view the email, phone number, and designation of each contact. ![filled contacts (1)](https://help.peakflo.co/hs-fs/hubfs/filled%20contacts%20(1).png?width=450&height=414&name=filled%20contacts%20(1).png) 4. Click on **Accept** to approve the vendor details or **Decline** to reject after reviewing all the information. **NOTE:** The GSTIN, PAN, MSME, and bank account validations are only available for entities in India. The OTP verification is available in all countries. ---   #### Invite a Vendor To invite a vendor, follow the steps below: 1. Go to the **Vendors** tab under the **Payables** section. 2. Select the vendors you want to send the invite. 3. Click on the **Bulk Action** button and then hit the **Send Invite** button. ![Vendors (2)](https://help.peakflo.co/hs-fs/hubfs/Vendors%20(2).png?width=600&height=413&name=Vendors%20(2).png) 4. A pop-up will appear, asking you to confirm your action. Click on the **Yes, Accept** button to send the invite. ![Vendors (3)](https://help.peakflo.co/hs-fs/hubfs/Vendors%20(3).png?width=600&height=413&name=Vendors%20(3).png) **Note:** If a vendor has no contacts, you’ll see this error: **"The following vendors don't have contacts available. Please add at least one contact before sending the invitation."** Invitations will still be sent to vendors with at least one contact. The vendor will receive an email automatically informing them that they have been invited to the Vendor Onboarding. If you have WhatsApp Business enabled for Vendor Portal, then all the vendor contacts will receive an onboarding message via your WhatsApp Business Number. ![](https://help.peakflo.co/hs-fs/hubfs/image-png-Jun-23-2024-06-36-00-3830-AM.png?width=450&height=386&name=image-png-Jun-23-2024-06-36-00-3830-AM.png) Learn more about the functionalities of [WhatsApp Vendor Portal here](https://help.peakflo.co/accounts-payable?hsLang=en#whatsapp-vendor-portal). --- #### Revoke the Invitation Sent to the Vendor To revoke the invitation sent to the vendors, follow the below-mentioned steps: 1. Go to the **Vendors** tab under the **Payables** section. 2. Click the filter button beside **Vendor Portal Status.** ![Group 8](https://help.peakflo.co/hs-fs/hubfs/Group%208.png?width=600&height=240&name=Group%208.png) 3. A pop-up will appear, tick the button adjacent to **Invited** and hit **Apply**. ![Group 10](https://help.peakflo.co/hs-fs/hubfs/Group%2010.png?width=600&height=240&name=Group%2010.png) 4. Locate the vendor for whom you want to revoke the invite and click on the **Edit** button. **![Group 11](https://help.peakflo.co/hs-fs/hubfs/Group%2011.png?width=600&height=187&name=Group%2011.png)** 5. Click on the three dots in the top right corner and hit **Revoke Invitation**. ![](https://help.peakflo.co/hs-fs/hubfs/image-png-Feb-27-2024-02-19-35-9808-PM.png?width=450&height=468&name=image-png-Feb-27-2024-02-19-35-9808-PM.png) 6. A dialogue box will appear, confirming whether you want to revoke the invite for the vendor. Click **Yes** to complete the process of revoking a vendor.  ![](https://help.peakflo.co/hs-fs/hubfs/image-png-Feb-27-2024-02-22-13-6238-PM.png?width=450&height=471&name=image-png-Feb-27-2024-02-22-13-6238-PM.png) The vendor will receive an email notification automatically informing them that the invitation has been revoked. Alternatively, you can perform this action for **multiple vendors** at once. Follow the steps mentioned below: 1. Go to the **Vendors** tab under the **Payables** section. 2. Select the vendors you want to revoke the invite. 3. Click on the **Bulk Action** button and then hit the **Revoke** button. ![Vendors (1)](https://help.peakflo.co/hs-fs/hubfs/Vendors%20(1).png?width=600&height=413&name=Vendors%20(1).png) 4. A pop-up will appear, asking you to confirm your action. Click on the **Yes, Accept** button to revoke the invite. ![Group 304](https://help.peakflo.co/hs-fs/hubfs/Group%20304.png?width=600&height=415&name=Group%20304.png) The vendor will receive an email notification automatically informing them that the invitation has been revoked. --- #### Perform Bulk Action To perform bulk actions, select all the Vendors you want to perform the bulk actions and then click on the **Bulk Action** button. 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