> For the complete documentation index, see [llms.txt](https://docs.charted.com/ap-automation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.charted.com/ap-automation/charted-features/advanced-vendor-onboarding/vendor-onboarding-queue.md). # Vendor Onboarding Queue {% hint style="info" %} This feature is only available to [Early Adopter](/ap-automation/early-adopter-program.md) customers. Contact your customer success manager or for access {% endhint %} ## Advanced Vendor Onboarding Queue The Advanced Vendor Onboarding (AVO) Queue gives your team a single dashboard to move vendors through onboarding from start to finish. It groups every pending vendor by the stage they're in, tells you the recommended next action for each stage, and lets you act on vendors individually or in bulk. ### Prerequisites Before you can use the queue, make sure all three of the following are in place: * You're on the new Charted interface. * You have the **View Vendor Onboarding Dashboard** permission enabled. * Your account has been approved as an early adopter by our Customer Success team. ### Setup #### Step 1: Switch to the new Charted interface If you're not already on the new interface, click **Try the new Charted look** in the top-right corner of your Charted home screen.
The new Charted interface looks like this:
#### Step 2: Enable the required permission Every user who needs the AVO dashboard must have the **View Vendor Onboarding Dashboard** permission. If you're not an admin, ask your admin to complete the steps below. 1. Click **Settings** (the gear icon in the top right), then **Permissions**. 2. Select **View Vendor Onboarding Dashboard**, then add the role or employee that needs access. {% hint style="info" %} If you don't see the **View Vendor Onboarding Dashboard** permission group, the feature flag hasn't been turned on for your account yet, or you don't have the AVO bundle installed. Contact your Customer Success Manager or for next steps. {% endhint %} #### Step 3: Navigation Once Step 1 and Step 2 are completed, you should see a new **Vendor Onboarding** section in your Charted navigation bar at the bottom of the page. Click **Queue** to navigate to the new Vendor Onboarding Queue. ### Using the Vendor Onboarding Queue Once the prerequisites are met, a new **Vendor Onboarding** section appears in the navigation bar. Click **Queue** to open it: The queue shows every vendor with an onboarding status of **Not Started** or **In Progress**. Completed vendors don't appear here, the queue is intended for pending vendors only. (Support for viewing completed vendors is planned for a future release.) #### The five stages
Five tiles run across the top of the dashboard, laid out in the order a vendor moves through onboarding. Each tile represents a stage and its recommended next action: * **Ready to Onboard:** New vendors land here, ready to begin onboarding. * *Recommended action:* Click **Start Onboarding**. * **Ready to Send Form:** These vendors haven't been sent a form yet. * *Recommended action:* Click **Send Form** and choose the form you want to send. The vendor must have an email address on file, vendors without one are filtered out. * **Awaiting Response:** The form has been sent, but the vendor hasn't completed it yet. * *Recommended action:* If it's been a while, send the vendor a [reminder](https://docs.charted.com/ap-automation/charted-features/advanced-vendor-onboarding#toc118817654). * **Needs Review:** The vendor has submitted the form, and it's ready for your review. * *Recommended action:* Review the form response. * **Ready to Complete Onboarding:** At least one form has been applied to the vendor. * *Recommended action:* Confirm every submission has been reviewed and is accurate, then click **Complete Onboarding** on the vendor record. ### Bulk Actions You can also run two actions across multiple vendors at once from the dashboard: **Start Onboarding** and **Send Form**. {% hint style="info" %} Bulk onboarding on a large batch of vendors may take some time, leave the window open until the loading bar is complete. {% endhint %} #### Start Onboarding Moves any selected vendor from **Ready to Onboard** into the next stage, **Ready to Send Form**. #### Send Form Sends a form of your choice to eligible vendors. Any vendor with an **In Progress** status is eligible to receive a form, though the recommended path is to send forms to vendors in the **Ready to Send Form** stage. ### Opening a Vendor Record in NetSuite Click a vendor's name in the queue to jump straight to their NetSuite Vendor record. To take actions (like Start Onboarding, Send Form, and Complete Onboarding) individually on vendors, you'll have to go to the Vendor record
Refer to our Advanced Vendor Onboarding [guide](https://docs.charted.com/ap-automation/charted-features/advanced-vendor-onboarding#toc118817651) for more information on individual actions. ### Customizing the Queue You can show and hide columns, as needed, by using the Show/Hide Column toggle in the top right of the queue. ![](/files/tVdmuzTMaGR0DdO8uOTv) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.charted.com/ap-automation/charted-features/advanced-vendor-onboarding/vendor-onboarding-queue.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.