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Vendor Management | Self-Service Onboarding Portal

Vendors onboard themselves. KYC live-verified. Live in your books in a day.

Vendor self-service portal for KYC submission. OTP-verified at every step. Documents (GSTIN cert, PAN, Udyam, ISO, bank details) uploaded by the vendor; verified live; routed for your approval. Document expiry alerts on the calendar.

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Vendor Onboarding Portal

How it works

From invite to live vendor in your books.

Step 01

Invite sent

Email or WhatsApp invite to the vendor with a unique secure link. Vendor logs in (OTP verification on phone or email).

Step 02

KYC submitted

Vendor uploads GSTIN, PAN, Udyam, ISO certificates, bank details. Each upload OTP-verified at submission.

Step 03

Live verification

GSTIN, PAN and Udyam verify live with CBIC, CBDT and Udyam Registry. Bank details verified via penny-drop where supported.

Step 04

Approval routing

On verification, the vendor record routes for your approval (procurement / AP / CFO depending on tier). Approval captures auto-verifies the vendor.

Step 05

Live in books

On approval, the vendor is live for POs, bills and payments. Document expiry alerts go on the calendar (Udyam expiry, ISO expiry, GST registration expiry where applicable).

What the system does

Capability, input, output.

  • Vendor invite

    Input
    Vendor contact + entity
    Output
    Secure unique invite link

  • OTP verification

    Input
    Phone / email + OTP
    Output
    Verified vendor identity

  • Document upload

    Input
    GSTIN, PAN, Udyam, ISO, bank
    Output
    Versioned document repository

  • Live verification

    Input
    Document numbers
    Output
    CBIC / CBDT / Udyam status

  • Approval routing

    Input
    Vendor record + tier
    Output
    Approver chain

  • Expiry tracking

    Input
    Document expiry dates
    Output
    Calendar alerts before expiry

Compliance + integrations

Onboarding done right, every time.

Self-service onboarding cuts the manual chase. Live verification cuts the manual error. The audit trail captures the full chain from invite to live.

Regulations we work within

  • KYC Master Direction (RBI)

    Vendor due diligence aligned with RBI KYC norms.

  • DPDP Act 2023

    Vendor PII captured with explicit consent.

  • Rule 11(g), Companies Act

    Onboarding audit trail preserved.

Connects to

  • CBIC / CBDT / Udyam Live verification
  • Penny-drop service Bank account validation
  • WhatsApp Business Invite + reminder

Self-Service Onboarding Portal FAQ

What buyers ask.

How quickly can a vendor be onboarded?

For a fully cooperative vendor with documents on hand, onboarding completes in under an hour: invite → upload → live verification → approval → live in books. The bottleneck is usually the vendor (responding to the invite), not the system.

What if a vendor doesn't have an Udyam registration?

Udyam is mandatory for MSMEs but not for all vendors. Non-MSME vendors skip the Udyam step; they're classified accordingly. Foreign vendors skip both Udyam and GSTIN; their KYC is the foreign-vendor flow (TRC, DTAA position, Form 15CA / CB).

Can vendors update their documents over time?

Yes. The portal stays open after onboarding. Vendors can update bank details, expired Udyam certificates, refreshed GSTIN status. Each update OTP-verifies and goes through the approval chain. The audit trail captures the change.

What about bulk import of an existing vendor master?

Bulk CSV import is supported for migration. KYC verification runs in batch for the imported vendors; gaps surface for one-by-one chase. The portal then handles ongoing updates.

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Send a vendor invite today. Watch them go live by tomorrow.

Connect one entity, free. Send an invite to a real vendor. The portal walks them through KYC; the verification runs live; the vendor is approval-ready before you finish the day.

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