Adding and Editing Customer Account Numbers/Identifiers

This process is for adding account numbers in the vendor portal to enable connection between Kojo and Vendor ERP

We’ve made enhancements in Kojo to automate ordering for you and the Contractor through our vendor integrations. This will allow you to to more easily:

• Receive orders from Contractors
• Send acknowledgments to Contractors with accurate pricing and backorders.
• Send Invoices to contractors directly through Kojo for quicker processing and payment.

Once a connection is set up between Kojo and a Supplier, additional customers can be added to the integration in Kojo through the Kojo Vendor Portal. Follow the steps below to add a customer account number/identifier, enable the integration, and acquire the price file email for your customers.   This account number/Identifier is for the vendor to determine.   

Adding a Customer Account Number/Identifier

1. Select "Options" next to the customer you want to add a customer account number/Identifier.
2. Click "Customer Account # - Edit"
   
   
   
3. Add the account numbers (both incoming and outgoing) and click "OK".   Account Number/Identifier's are limited to 15 characters.
   
   
   
4. The account numbers will now show in the customer listing. From Options, you can select "Integration - Enable" to start receiving Purchase Order 850 transactions. Enabling is only needed for Kojo to send transactions (840/850) to a vendor.  It is not required for Kojo to start receiving transactions such as 843/855/810.
   
   
   
5. Once enabled, the integration status for 850's will be updated to 'Active.'  The customer will be able to start receiving transactions as soon as the account numbers have been input in the previous step.