To assign the Vendor Center Role to a vendor in NetSuite, you’ll need to follow these steps:
- First, go to List > Relationships > Vendors and find the vendor you want to edit.
- Click on the “Edit” button to make changes to the vendor’s details.
- Once you’re in the editing mode, navigate to the Access tab.
- Look for the checkbox that says “Give Access” and make sure it’s marked.
- Scroll down until you see the Roles section.
- Under the Role column, choose the NetSuite Vendor Center Role that you want to assign to the vendor.
- If needed, you can customize the NetSuite vendor center role by editing or removing permissions.
- To ensure the vendor receives important notifications, don’t forget to mark/select the “Send Notification Email” box.
- This will trigger NetSuite to send an email to the vendor, providing them with a URL to set up their NetSuite password.
- Lastly, click the “Save” button to save all the changes.
Note: Please make sure that the email address given in the vendor record should have NetSuite login access.