1. Vendor Signup Process

1. Vendor Signup Process

For open marketplaces, Omnyfy enables Vendors to sign up from the front-end of your marketplace and includes an approval process for vendors

Marketplace owners can decide on whether or not to enable Vendors to signup to the marketplace from the front-end or whether the Vendor creation process is restricted only to marketplace administrators.
To determine if you need to enable Vendor Signup from the front-end, consider if you want your marketplace to be "Open" or "Closed"
  • An Open Marketplace is one that enables any prospective Vendor who wants to sell on your marketplace to signup.
  • A Closed Marketplace is one where the Marketplace Owner restricts the Vendors on the marketplace and therefore creates their profiles and enables access via the administration back-end of the platform.
NOTE: Open Marketplaces do feature an approval process, so all requests to join the marketplace must be approved prior to the Vendor receiving access to the platform. 



The Vendor Signup Process on the front-end

Linking to the Signup Page

Once you've created your Vendor Signup form using Vendor Attributes, along with the default sign up fields from Omnyfy, you can then link the Vendor Sign up form to any text or button on your marketplace. 

By default, the Omnyfy theme will generate a footer link for Vendor Signup.

Note that if you have multiple Vendor Types and want to create different sign up pages for each Vendor Type, you will need to follow these instructions. You may also have different plans. See an example.

Completing the Sign up form

The Vendor Sign up form is a completely customisable registration form that can feature custom fields alongside the default required fields for a Vendor to sign up to your marketplace. 


NOTE: The Commission / Wholesale section at the top of the form will only show if you enabled the wholesale feature on the front end of the platform.

Once the vendor has populated the form, they are normally taken to a thank you page. You can see Example content for Vendor Signup Success Page here.





Reviewing and Approving the new Vendor Signup Request

Once a new vendor has signed up, the Marketplace Owner will receive a notification of a new signup.

Sign in to your Marketplace Admin account and click on Marketplace Management > Vendor Sign Up > Manage Vendor Sign Up 


The newly signed up Vendor will appear in the table view with Status as "New"

If need to view more details, please click on ‘Select’ in the ‘Action’ column, choose ‘View’ to open the signup request details view. The details view has all the information that has been provided by the new vendor via the website front end.


Approve Signup Request

There are two ways to approve the signup request and onboard the vendor.
  1. In the Vendor Signup grid view, click on the ‘Approve’ button in the ‘Select’ action dropdown to approve the corresponding request.



  2. In the Vendor Signup details view, click on the ‘Approve’ button on the page action header to approve the signup request.

The Marketplace Owner will get an approval success message after approving the request, and 3 automated operations will happen.

1. The vendor will receive a notification email which contains the approval message and the reset password link of their vendor profile.
2. A profile will be created under Marketplace Management > Vendor Profile. This will contain The vendor's business registration information, and later this will be the section that they proceed to fulfil their KYC. Note that it will be created as inactive until the 5 minute automated task (cron job) is run to automatically activate them, however you can manually activate them before this.
3. A user will be created under System > All Users. This user will contain the vendor's contact details they registered with, and will also be assigned the user role from the subscription plan/vendor type they signed up with. Note that it will be created as inactive until the 5 minute automated task (cron job) is run to automatically activate them, however you can manually activate them before this. 

Note: You can reject an approved request.

Reject Signup Request

There are two ways to reject the signup request.
  1. In the Vendor Signup grid view, click on the ‘Reject’ button in the ‘Select’ action dropdown to reject the corresponding request.
  2. In the Vendor Signup details view, click on the ‘Reject’ button on the page action header to reject the signup request.
Marketplace Owner will get a rejection success message after rejecting the request, and the vendor will receive a notification email contains the rejection information of the signup request.
Note: You still can approve a rejected request.

Edit Signup Request

Clicking on the 'Edit' button in the request details view will change the form from 'Read Only' to an editable view. You can change the request information and then save them, so that the vendor profile will use the updated information once you approve this request.

Note: The 'Edit' button is only available for new request.

Delete Signup Request

There are two ways to delete the signup request.
  1. In the Vendor Signup grid view, click on ‘Delete’ button in the ‘Select’ action dropdown to delete the corresponding request.
  2. In the Vendor Signup details view, click on ‘Delete’ button on the page action header to delete the signup request.
Marketplace Owner will get a deletion success message after deleting the request, but the vendor will not receive any notification of the action. The signup request will be removed from the ‘Vendor Signup’ grid view.


Vendor Password and Login

In the Approval Notification email, vendors can click on the ‘reset password’ link to reset the password of their vendor account.

In the reset password view, entering the email address will trigger a reset password email, so that the vendor can log in to the vendor portal by the new password and start managing the vendor profile.

Once a Vendor has been approved and has received access to the marketplace, they will be able to complete their Profile Information, KYC and Banking Information and publish the information for their Storefront.

    • Related Articles

    • 3a. Vendor KYC - Stripe Approval Process

      Omnyfy uses Stripe Connect for vendor registration and KYC processing. Vendors sign up with stripe to complete KYC and banking registration. Once you've onboarded a Vendor through the Vendor Signup and Approval processes, the Vendor can then sign in ...
    • 4. Manage Vendor Frontend Store View

      After completing the profile, the Vendor will then define the store details. All the information that customers will see when viewing the store page will be defined in this step. Managing the Frontend Store View Log in to Omnyfy Marketplace Backend. ...
    • 3b. Vendor KYC - Manual Payouts Approval Process

      In order to payout a vendor, the vendor needs to have their KYC approved. Usually, if you're using Stripe, this is handled by Stripe once the vendors input their information in their interface.  Approving a Manual Payout Navigate to Select Payout ...
    • 2. Manage Vendor Profile

      When the vendor is approved by the Marketplace owner, the Vendor will receive an email notification with the link of the Omnyfy Marketplace. The first step after receiving this access is to setup the Vendor account. Without this step, the Vendor will ...
    • Vendor Sub-Vendor User Management

      Permissions In order to see the Vendor Subvendors menu item in the admin, the ACL item must be selected for the rule (unless you are admin): User Roles > [Select Role] > Role Resources > Omnymart > Vendor Subvendor Creating a Sub-vendor role A ...