Overview

How to create a Vendor Inbox account.

Create a Vendor Inbox Account

When creating a new Vendor Inbox account for a vendor, there are two parts:

• The OneStrata user sends an invite to the vendor to register for Vendor Inbox.
• The vendor responds to the invitation and completes their Vendor Inbox account registration on their own.

Invite a Vendor to Vendor Inbox 

A vendor is invited to Vendor Inbox when they are sent an order on behalf of an In-System Order Partner:

• If the vendor already has a Vendor Inbox account, they receive an email notifying them that they have a new order to review in Vendor Inbox.
• If the vendor does not have a Vendor Inbox account, they receive an email inviting them to create a Vendor Inbox account. Once they complete their account registration, they can log in to Vendor Inbox and review the order.

To invite a vendor to Vendor Inbox, in OneStrata, do the following:

1. For the Order Partner that the order will be sent to, make sure that:
   
   
   1. The Order Partner is configured for in-system order confirmation (in the Order Partner record, the value of Order Approval Confirmation Setting is In System Vendor Confirmation).
      
      
   2. The email domain of the vendor's email address is added to the Order Partner record.
      
      
2. Send the order (follow the instructions for sending an order to an In-System Order Partner):
   
   
   • For the Vendor Contact Email Address field, enter the email address of the person you are inviting to Vendor Inbox.

Complete Vendor Inbox Account Registration

To complete your Vendor Inbox account registration, do the following:

1. In your email account, open the Welcome to Vendor Inbox email.
   
   
   
2. Within the email, click Vendor Inbox Login to open Vendor Inbox.
   
   
3. In Vendor Inbox, create a password for your new account:
   

   	Location	Steps
   1	Vendor Inbox	In Vendor Inbox: For E-mail address, enter your email address (the email address that received the Vendor Inbox registration invite). Click the Next button. Click Having problems logging in? to open the password reset request page. On the password reset request page, for E-mail address, enter your email address again. Click the Submit button.
   2	Email	In your email account: Open the Reset your password email, In the email, click Reset your password to open the Vendor Inbox password reset page.
   3	Vendor Inbox	In Vendor Inbox, on the password reset page: For New password, enter your desired password. For Confirm password, enter the password again. Click the Submit button.

   
   
   
4. Review your account information:
   
   
   1. Log in to Vendor Inbox using your newly created password. The page opens on the Vendor Account Information page.
      
      
   2. On the Vendor Account Information page:
      

      Field Name	Description
      Read-only Username	Your Vendor Inbox username is your email address and cannot be changed.
      First Name	Enter your first name.
      Last Name	Enter your last name.
      Optional Telephone	Optional: Enter your phone number.
      Optional Job Title	Optional: Enter your job title.

      
      
      
   3. Click the Save button. The page redirects to the Vendor Inbox home page.
      
      You can now review any orders that you have been sent; for more information, see Open an Order and Confirm or Reject an Order.

Create an Internal Seller Vendor Inbox Account

An internal seller user has access to both OneStrata and Vendor Inbox:

• In OneStrata, they have all the permissions of a normal OneStrata user.
• In Vendor Inbox, they can view, download, confirm, and reject orders that are assigned to them. An order is assigned to a Vendor Inbox user if they are selected as the contact for an order that is sent to an In-System Order Partner.

To create an internal seller Vendor Inbox account, do the following:

1. Create a seller user account in OneStrata (follow the instructions in in Create a User Manually).
   

   For the Type field, make sure to select Seller. Otherwise, the new OneStrata user cannot access to Vendor Inbox.

   
   
2. Save the password that is automatically generated for the new account.
   
   
3. Send the new user an order, following the steps in Send an Order to an In-System Order Partner.
   

   Seller users must be sent an order before they can access Vendor Inbox.

4. Give the password to the new user and ask them to log into Vendor Inbox and complete the account creation process.

For the new internal seller Vendor Inbox user, to complete the account creation process, do the following:

1. Log in to Vendor Inbox:
   
   
   1. For E-mail address, enter your email address.
      
      
   2. Click the Next button.
      
      
   3. For Password, enter the auto-generated password that you were sent by the administrator who created your account.
      
      
   4. Click the Log In button. The page redirects to the Vendor Inbox home page.
      
      
2. Reset your account password.