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. From the "Customers" menu, click he customer you wish to add an account number/identifier to.

   

    

2. Click "Configure" 
   
    
3. Add the account numbers (both incoming and outgoing) and click "OK".   Account numbers/identifiers are limited to 15 characters.  You can add multiple outgoing account numbers if needed. Click save to store these numbers in Kojo.
   
    

4. The account numbers will now show in the customer listing.