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Getting started

Vendor guide

External suppliers: vendor portal, purchase orders, and vendor bill submission.

This getting started guide covers school software onboarding for K-12 day schools. Whether you are evaluating cloud school management software or configuring Schoolyi after go-live, you will find practical steps for school ERP go live checklist, migrate from Excel to school ERP - written for administrators and staff, not developers.

Last updated July 24, 2026

Vendors are external suppliers with limited portal access. They view assigned purchase orders and submit bills for school finance review. Use the Vendor tab at /signin - not the Staff or Parent tabs.

  • Sign in - Vendor tab at /signin → /vendor-portal
  • Profile - /vendor-portal/profile - contact and banking details
  • Purchase orders - view open and fulfilled POs from procurement (vendor-scoped)
  • Vendor bills - submit invoices at /finance/vendor-bills when finance enables that path
  • Notifications - email alerts when new POs are issued (when SMTP is configured)
  • Docs - header Docs icon → /docs for procurement overview if the school grants docs access

Common questions

Quick answers in plain language.

What is school software onboarding?+

External suppliers: vendor portal, purchase orders, and vendor bill submission. This is a core topic in Getting started on Schoolyi.

How do I set up vendor guide in school management software?+

Follow the steps in this guide during persona playbooks, handbooks, workflows, and go-live checklists. Start with getting-started docs if you are new to Schoolyi, then apply the workflows here for your school year.

How does Schoolyi handle vendors?+

External suppliers: vendor portal, purchase orders, and vendor bill submission.

Is there a school software onboarding guide for school administrators?+

Yes. This article is part of the public Getting started documentation at /docs - written for administrators, operators, and IT teams.

Who manages vendor guide at a typical K-12 school?+

Usually getting started and front-office staff responsible for school software onboarding. Teachers and finance may have scoped access depending on your role configuration.

Does Schoolyi support school ERP go live checklist?+

Yes. Schoolyi is a cloud school management system (SMS) with connected modules on one student roster and academic calendar. See related guides below or contact us for a demo focused on school software onboarding.

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Related searches

School leaders and IT teams often search for: how to vendors in school management software, best school software onboarding for K-12 schools, Schoolyi vendors guide, school ERP go live checklist, migrate from Excel to school ERP, and school software training guide.