Onboarding VFS via OMS Request

This document provides a detailed process to onboard a Vendor Financing System (VFS) through a request from the Order Management System (OMS). Follow these steps to ensure a smooth and efficient onboarding experience. Only verified, non-international suppliers are eligible for VFS requests. Ensure all required documents are attached and accurately submitted for timely processing.

Step 1

Access the OMS screen and locate the supplier section.

Step 2

Select a verified, non-international supplier. You will see an option to "Request VFS." Click on this option.

Step 3

The system will redirect you to a Zinto screen. If you lack access, you will not be able to open the screen.

Step 4

If you have requester access, the page will be visible. If not, contact the Zoho support team to obtain requester access. Choose the appropriate onboarding type from the available options.

Step 5

Select "PID" if applicable, then choose your business unit. Define the credit limit you require.

Step 6

Attach the required documents, such as a canceled check and PAN card, as necessary for PID.

Step 7

Attach a sample document for testing purposes. In actual scenarios, ensure to attach the specific document relevant to the category defined.

Step 8

Add any additional remarks if needed. Confirm that all details are correct and compliant with guidelines, then select the option to submit the request. Once submitted, you will see a confirmation of submission, including the request ID and document status.

Step 9

Other types will remain invisible until the VFS team takes action. You can add comments at any time, such as "Training".

Step 10

Documents can also be attached in comments. Once a comment and document are sent, they will appear in the comments repository. Additionally, a mail format of the actions will be provided.

Step 11

A format screenshot will be shared separately. Once VFS verifies the request, the status will update. You can view all requests in your "Major Requests" tab.

Step 12

Review all details, including verified documents and the selected financiers. Any applicable comments and some requests may be closed as well.

Step 13

You can verify which documents have been authenticated, which financiers are selected, and review the agreement document and the applicable final comments.