Zone Vendor Portal is no longer available for purchase. For expanded vendor onboarding capabilities, please contact your Account Manager to learn more about ZoneProcure Vendor Management.
This guide explains how to log into the ZoneCapture Vendor Portal and navigate the main Dashboard, including how to manage your Pending Requests and Pending Vendors. (Note: Clicking on the images within this guide will enlarge them for better viewing.)
Accessing the Vendor Portal
To access the Vendor Portal, simply visit www.zoneportal.com. Input your email and password, then click Log me in to proceed. The system will automatically direct you to your Dashboard.
Main Dashboard
The Main Dashboard is divided into two primary portlets designed to give you quick visibility into actionable items:
Pending Requests
Pending Vendors
1. Pending Requests Portlet
The 'Pending Requests' portlet holds a list of requests categorized by the following statuses:
Pending: Requests submitted to vendors that are currently awaiting the vendor's action.
To Review: Requests completed and submitted from the vendor's end. These await your internal team's action to either approve or reject the master data updates.
Portlet Features:
You can filter the portlet list by a specific Vendor.
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You can expand and navigate the list using the page navigator at the bottom right-hand side of the portlet.
Viewing All Requests: To access the full list of requests, click the See All Requests button within the portlet, or simply click Requests on the left-hand side of the Vendor Portal menu.
The full 'Requests' list holds a complete history of previously submitted requests. This master list can be filtered by Vendor, Status, or Title.
2. Pending Vendors Portlet
The 'Pending Vendors' portlet hosts a list of active vendors currently holding one of the following onboarding statuses:
Pending Onboarding
Draft Pending Approval
Onboarded Vendor to Review
Portlet Features:
You can select a specific status to filter the results displayed in the portlet.
Viewing All Vendors: To navigate to the master list of all vendors, click the See All Vendors button within the portlet, or access the list using the Vendors menu on the left-hand side.
Vendor Management: Existing Vendor Records
Because of the established integration, the system will sync all existing vendors from NetSuite to the Vendor Portal by default.
All newly synced, existing vendors will initially hold the status: Ready to invite.
You can narrow down your results using the Status and Category filters, as well as the Find vendor search bar.
You can refine and navigate the results using the page controls at the bottom right of the list.