Navigating the Vendor Tracker Page

This article explains how to efficiently utilize the Vendor Tracker page, a tool for managing and monitoring Vendor Portal statistics for your vendors. On the Vendor Tracker page, you can:

• View a dashboard with various statistics on vendors.
• Send Complete Profile Reminder and Welcome emails for the Vendor Portal.
• Export vendors to a CSV or Excel file.
• Track which vendors have completed different parts of their profile information.
• View Vendor Portal activity information.
• View uploaded documents.

Note: The pages and information you see in Corpay Complete depend on your user role and company settings. Therefore, some content might be hidden or viewable only in read-only mode.

Accessing the Vendor Tracker Page

The Vendor Tracker page is accessed through the Vendors module.

1. Log in to Corpay Complete.
2. Select the Vendors module from the left-side navigation pane.

3. Select the Vendor Tracker tab.

4. The Vendor Tracker page will display.

Vendor Portal Stats

The Vendor Portal Stats panel displays the following information about vendors:

Metric	Description
Total Vendors	The total number of vendors, both active and inactive.
Vendors Without Portal Registration	This metric shows the count and percentage of vendors who have yet to register for the Vendor Portal. Click Apply Filter to display only those unregistered vendors in the Vendor Tracker grid.
Vendors that have signed up but have not completed their profile	This metric shows the count and percentage of vendors who have registered but have not finished their profile. Click Apply Filter to view only those vendors with incomplete profiles in the Vendor Tracker grid.
Vendors that have signed up and completed their profile	This metric shows the count and percent of vendors that have signed up and finished their profile. Click Apply Filter to view only those vendors in the Vendor Tracker tab.

The Vendor Tracker Grid

The following table contains descriptions of the column headers and actions in the Vendor Tracker grid:

Item	Description
Bulk Action	Select the Bulk Action drop-down to choose from the following options: Click Send Complete Profile Reminder to notify all vendors, or selected vendors, to complete their vendor profile. Click Send Welcome to send a Vendor Portal Welcome email to all or selected vendors.
Quick Filters	Select the Quick Filters drop-down and choose from the following options: Click Clear Filters to remove all filters from the Vendor Tracker grid. Click Reset Grid to reset the grid to its default state.
Export Vendors	Click the Export Vendors icon to download an Excel file with vendor information.
Toggle Filter	Click the Toggle Filter icon to toggle the filter fields in the Vendor Tracker grid.
Vendor ID	The Vendor ID column contains the identification number for the vendor.
Name	The Name column contains the vendor’s name. Click the vendor’s name to open the Vendor Details page.
Status	The Status column contains the vendor’s status: Active Inactive New Pending Rejected
Has Contact Info	The Has Contact Info column indicates whether the vendor has successfully added company information to the Vendor Portal.
Has Bank Info	The Has Bank Info column indicates whether the vendor has successfully added banking information to the Vendor Portal.
Has Company Details	The Has Company Details column indicates whether the vendor has successfully added company information to the Vendor Portal.
Last Invite Sent	The Last Invite Sent column indicates the date when the last Vendor Portal invitation was sent to the vendor.
Last Signed In	The Last Signed In column indicates the last time a vendor signed in to the Vendor Portal.
Required Documents	The Required Documents column indicates the number of required documents the vendor has uploaded out of the total required.
Uploaded Documents	Click the View button to open the [Vendor Name] Documents dialog, where you can preview both required documents that have not been uploaded and uploaded documents.
Actions (button)	Click the Actions button to display the Actions flyout, then select an option from the list: Clear all filters: Click Clear all filters to remove all filters from the Vendor Tracker grid. Export selected data as csv: This option exports selected data in the Vendor Tracker grid to a downloadable CSV file. Export all data as csv: This option exports all data in the Vendor Tracker grid to a downloadable CSV file. The CSV file will include both visible and hidden columns. Export visible data as csv: This option exports data that is visible in the Vendor Tracker grid to a downloadable CSV file. Hidden columns will not be included in the CSV file. Export to Excel: This option exports all data in the Vendor Tracker grid to a downloadable Excel file.
Columns (button)	The Columns button opens the Columns flyout where you can add or remove columns from the Vendor Tracker grid. Checked columns are included, while unchecked ones are not. To modify the columns, simply check or uncheck the boxes. Use the Columns Search field to search for a specific column.
Pagination & Item Count	The pagination and item count features make it easy for users to find and manage vendor information. These tools allow users to control the number of items shown per page and move between pages easily. First Page: Click First Page  to return to the first page of the Vendor Tracker grid. Previous Page: Click Previous Page to return to the previous page. Page Number: This field lists the current page number. Enter a different one to move through the Vendor Tracker grid. Next Page: Click Next Page  to move to the next page. Last Page: Click Last Page  to move to the last page of the Vendor Tracker grid. Items Per Page: Select the items per page drop-down to choose how many items display in the Vendor Tracker grid. Item Count: The Item Count is found on the right corner of the Vendor Tracker grid and shows the number of items currently displaying.