https://help1.p-collab.com/ 2026-05-06T12:05:43+00:00 https://help1.p-collab.com/ https://help1.p-collab.com/lib/exe/fetch.php?media=logo.png text/html 2026-05-06T10:33:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://help1.p-collab.com/doku.php?id=start&rev=1778063608&do=diff wiki.customer wiki.vendorhome wiki.vendorhome text/html 2026-05-06T10:33:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://help1.p-collab.com/doku.php?id=wiki.customer&rev=1778063608&do=diff Workflow Process Vendor Invitation Purchase Order OCR Vendor KYP OCR Customer Onboarding text/html 2026-05-06T10:33:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://help1.p-collab.com/doku.php?id=wiki.customer1&rev=1778063608&do=diff Customer Onboarding Process Once the user logs in, a launchpad with all the available module is visible and then Click on Customer Onboarding. After clicking on Customer Onboarding, the Customer onboarding process page will open. To invite a new customer, click on the Invite a New Customer button. text/html 2026-05-06T10:33:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://help1.p-collab.com/doku.php?id=wiki.vendor&rev=1778063608&do=diff Customer Onboarding Process After clicking on the customer Registration form that appears in the mail then the Registration form will open and the PAN & GST Details tab allows users to upload PAN and GST documents, based on which all related details such as PAN number, GSTIN, firm name, type, legal/trade name, and registered address will auto-fill, along with option to validate and then click on Continue button. text/html 2026-05-06T10:33:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://help1.p-collab.com/doku.php?id=wiki.vendor1&rev=1778063608&do=diff How to login to the vendor portal Vendor would receive a mail, as shown in the below image. Click on the “Vendor Registration Form” link that will navigate to a registration form. The vendor must provide the mandatory details and can also provide the optional details too in Basic Details Tab. text/html 2026-05-06T10:33:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://help1.p-collab.com/doku.php?id=wiki.vendor2&rev=1778063608&do=diff Workflow Process A user can create a workflow for any of the processes, like Vendor Onboarding, RFQs, POs, Invoices etc. One can create a workflow by navigating through “Workflow” from the left pane and select “Create Workflow”. To create a workflow, select one of the text/html 2026-05-06T10:33:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://help1.p-collab.com/doku.php?id=wiki.vendor3&rev=1778063608&do=diff Vendor 3 text/html 2026-05-06T10:33:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://help1.p-collab.com/doku.php?id=wiki.vendorcd1&rev=1778063608&do=diff How to Create a Credit Note Against the Respective Invoice in the Vendor Portal Login with the vendor credentials. Click on the Invoice tile from the Proc.Management Click on the gear icon and select the Create Credit & Debit Notes option for the respective invoice to submit the Credit notes . text/html 2026-05-06T10:33:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://help1.p-collab.com/doku.php?id=wiki.vendoreasn1&rev=1778063608&do=diff Creation of Advance Shipment Note To Create ASN, User should login as Business Partner User and navigate to Proc. Management tab. Navigate to Purchase Order tab from Proc. management launch pad. Click on action icon in action column and select Create ASN. text/html 2026-05-06T10:33:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://help1.p-collab.com/doku.php?id=wiki.vendoreinv1&rev=1778063608&do=diff Invoice Processing against the Purchase Order A vendor can a create an invoice from the Purchase Order under the “Proc. Management” menu. A user must select the “Create Invoice” under the “Action Cog”. That will navigate to the invoice creation page. text/html 2026-05-06T10:33:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://help1.p-collab.com/doku.php?id=wiki.vendoresg1&rev=1778063608&do=diff ESG Checklist in vendor portal If the vendor's ESG weightage is below the company’s minimum limit, an alert appears. The form can still be submitted by clicking “Submit.” To submit the ESG form select any one of the option form status and upload the attachment accordingly weightage will calculate. text/html 2026-05-06T10:33:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://help1.p-collab.com/doku.php?id=wiki.vendorhome&rev=1778063608&do=diff Vendor Onboarding KYP Process Credit Note RFQ Proposal Submission ESG Checklist Invoice Processing ASN Creation PO Acceptance OCR Vendor KYP OCR Customer Onboarding text/html 2026-05-06T10:33:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://help1.p-collab.com/doku.php?id=wiki.vendorkyp1&rev=1778063608&do=diff KYP Process Initially, the company user needs to initiate KYP for the vendor from the vendor list; only then will the vendor be triggered. Once KYP initiated from business, when Vendor Login into the P-Collab then KYP Verification pop-up will be opened and has 3 options as below will be displayed.All My Data is Up To Date :- Where there were no changes in his details to update.Proceed to KYP :- Where there is a change in his details and need to update then vendor can select this option and ca… text/html 2026-05-06T10:33:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://help1.p-collab.com/doku.php?id=wiki.vendorpo1&rev=1778063608&do=diff Vendor KYP Process When the vendor logs into P-Collab, a KYP Verification popup appears with two options — Proceed to KYP to update details now, or Skip to update later. Clicking 'Proceed to KYP' opens the registration form pre-filled with the vendor’s previously saved details. text/html 2026-05-06T10:33:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://help1.p-collab.com/doku.php?id=wiki.vendorrfq1&rev=1778063608&do=diff How to submit the RFQ proposal in the Vendor Portal Login with the vendor credentials. Select the Open RFQ Process tile and click on List of RFQ. Vendor Can view RFQ Form by Clicking on “View RFQ” option in Action Cog. To submit the RFQ proposal, the vendor needs to click on 'Submit Proposal' under the Action Cog against the RFQ.