Vendor Onboarding SOP

Purpose

This SOP outlines the standard procedure for onboarding a new vendor into Ledger1CMS using the VCMS tools.

You must have a digital image of the vendor's business card OR a W9 form.

Go to CMS > Media Library.

Click the "Vendors" tab in the top right.

Click "Scan Card" (or drop the image file).

The AI will process the image for approx. 5-10 seconds.

Once complete, a new profile is created in CMS > Vendors.

Navigate to CMS > Vendors.

Locate the new vendor (likely marked AMBIGUOUS).

Click to open the profile.

Verify the extracted data against the original card: