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.
What the system does
Capability, input, output.
| Capability | Input | Output |
|---|---|---|
| Vendor invite | Vendor contact + entity | Secure unique invite link |
| OTP verification | Phone / email + OTP | Verified vendor identity |
| Document upload | GSTIN, PAN, Udyam, ISO, bank | Versioned document repository |
| Live verification | Document numbers | CBIC / CBDT / Udyam status |
| Approval routing | Vendor record + tier | Approver chain |
| Expiry tracking | Document expiry dates | Calendar alerts before expiry |
-
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.
More in Vendor Management
Related features
KYC Verification
GSTIN (CBIC), PAN (CBDT), MSME (Udyam), Aadhaar (UIDAI) verified live.
See KYC VerificationVendor Master
Bills, payments, contracts, performance and risk in one vendor view.
See Vendor MasterVendor Self-Service Portal
Vendors view POs, GRNs, bills, payment status. Submit invoices. Update KYC.
See Vendor Self-Service Portal
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.