Purchase Management — Vendor portal and authentication
Register, sign in and operate the vendor-facing company, items, quotations, orders, contracts, invoices, returns and files workspaces.
Open the vendor portal
Open the vendor portalUse the configured vendor-facing landing page.Vendor Portal → Home
Open guide →GuideRegister a vendor through the public portal
Register a vendor through the public portalSubmit the public vendor registration form when registration is enabled.Vendor Portal → Register
Open guide →GuideSign in to the vendor portal
Sign in to the vendor portalAuthenticate with an active vendor contact account.Vendor Portal → Login
Open guide →GuideReset a vendor-portal password
Reset a vendor-portal passwordRequest and complete the vendor password-reset flow.Vendor Portal → Forgot Password / Reset Password
Open guide →GuideSign out of the vendor portal
Sign out of the vendor portalEnd the authenticated vendor session.Vendor Portal → Logout
Open guide →GuideReview vendor portal terms and conditions
Review vendor portal terms and conditionsOpen the portal terms page.Vendor Portal → Terms and Conditions
Open guide →GuideUpdate the vendor portal profile
Update the vendor portal profileEdit the signed-in contact profile.Vendor Portal → Profile
Open guide →GuideUpdate vendor company details in the portal
Update vendor company details in the portalEdit company, billing, shipping and return-policy data exposed by the portal.Vendor Portal → Company
Open guide →GuideRemove the vendor profile image
Remove the vendor profile imageDelete the current portal profile image.Vendor Portal → Profile → Remove image
Open guide →GuideChange the vendor portal language
Change the vendor portal languageSwitch to an available CRM language.Vendor Portal → Language
Open guide →GuideView vendor portal purchase orders
View vendor portal purchase ordersReview orders visible under the configured status filter.Vendor Portal → Purchase Orders
Open guide →GuideOpen a vendor portal purchase order
Open a vendor portal purchase orderReview order lines, delivery and files using the authorised ID/hash flow.Vendor Portal → Purchase Orders → open order
Open guide →GuideConfirm a purchase order in the vendor portal
Confirm a purchase order in the vendor portalRecord vendor confirmation for an order.Vendor Portal → Purchase Orders → open order → Confirm
Open guide →GuideUpdate purchase-order delivery status in the vendor portal
Update purchase-order delivery status in the vendor portalSet a supported delivery state.Vendor Portal → Purchase Orders → open order → Delivery Status
Open guide →GuideUpdate a purchase-order delivery date in the vendor portal
Update a purchase-order delivery date in the vendor portalSave the vendor-provided delivery date.Vendor Portal → Purchase Orders → open order → Delivery Date
Open guide →GuideUpload a purchase-order file in the vendor portal
Upload a purchase-order file in the vendor portalAttach a supported file to an order.Vendor Portal → Purchase Orders → open order → Files → Upload
Open guide →GuideDelete a purchase-order file in the vendor portal
Delete a purchase-order file in the vendor portalRemove an authorised portal-uploaded order file.Vendor Portal → Purchase Orders → open order → Files → Delete
Open guide →GuideView vendor portal contracts
View vendor portal contractsReview contracts linked to the signed-in vendor.Vendor Portal → Contracts
Open guide →GuideOpen a vendor contract in the portal
Open a vendor contract in the portalView contract content, status and files.Vendor Portal → Contracts → open contract
Open guide →GuideView vendor portal items
View vendor portal itemsReview vendor item mappings.Vendor Portal → Items
Open guide →GuideAdd or edit a vendor item in the portal
Add or edit a vendor item in the portalMaintain a vendor item when the portal flow permits it.Vendor Portal → Items → New/Edit
Open guide →GuideShare a vendor item
Share a vendor itemUse the item share action exposed to the vendor.Vendor Portal → Items → open item → Share
Open guide →GuideDelete a vendor item from the portal
Delete a vendor item from the portalRemove a vendor-item mapping through the supported portal action.Vendor Portal → Items → Delete
Open guide →GuideView vendor portal quotations
View vendor portal quotationsReview quotations for the signed-in vendor.Vendor Portal → Quotations
Open guide →GuideCreate or edit a quotation in the vendor portal
Create or edit a quotation in the vendor portalSubmit quotation data when vendor quotation management is enabled.Vendor Portal → Quotations → New/Edit
Open guide →GuideOpen a quotation in the vendor portal
Open a quotation in the vendor portalReview quotation lines, status, files and signature controls.Vendor Portal → Quotations → open quotation
Open guide →GuideUpload a quotation file in the vendor portal
Upload a quotation file in the vendor portalAttach a supported file to a quotation.Vendor Portal → Quotations → open quotation → Upload
Open guide →GuideDelete a quotation file in the vendor portal
Delete a quotation file in the vendor portalRemove a portal quotation attachment.Vendor Portal → Quotations → open quotation → Delete file
Open guide →GuideView vendor portal purchase requests
View vendor portal purchase requestsReview shared/authorised purchase requests.Vendor Portal → Purchase Request
Open guide →GuideOpen a shared purchase request in the vendor portal
Open a shared purchase request in the vendor portalUse the ID/hash route supplied for shared requests.Vendor Portal → Purchase Request → open request
Open guide →GuideUpload a purchase-request file in the vendor portal
Upload a purchase-request file in the vendor portalAttach a file using the authorised request hash.Vendor Portal → Purchase Request → open request → Upload
Open guide →GuideDelete a purchase-request file in the vendor portal
Delete a purchase-request file in the vendor portalRemove an authorised request file.Vendor Portal → Purchase Request → open request → Delete file
Open guide →GuideView vendor portal purchase invoices
View vendor portal purchase invoicesReview vendor invoices.Vendor Portal → Invoices
Open guide →GuideCreate or edit a purchase invoice in the vendor portal
Create or edit a purchase invoice in the vendor portalMaintain an invoice when vendor invoice management is enabled.Vendor Portal → Invoices → New/Edit
Open guide →GuideOpen a purchase invoice in the vendor portal
Open a purchase invoice in the vendor portalReview invoice details, payment state and files.Vendor Portal → Invoices → open invoice
Open guide →GuideDelete a purchase invoice in the vendor portal
Delete a purchase invoice in the vendor portalRemove an invoice through the portal action when enabled and authorised.Vendor Portal → Invoices → Delete
Open guide →GuideDelete a purchase-invoice file in the vendor portal
Delete a purchase-invoice file in the vendor portalRemove an invoice attachment through the portal route.Vendor Portal → Invoices → open invoice → Delete file
Open guide →GuideView vendor portal payments
View vendor portal paymentsReview recorded purchase payments.Vendor Portal → Payments
Open guide →GuideView vendor portal order returns
View vendor portal order returnsReview returns linked to the signed-in vendor.Vendor Portal → Order Returns
Open guide →GuideOpen an order return in the vendor portal
Open an order return in the vendor portalReview return lines, status and refund information.Vendor Portal → Order Returns → open return
Open guide →GuideUpdate an order-return status in the vendor portal
Update an order-return status in the vendor portalSet the supported vendor-facing return state.Vendor Portal → Order Returns → open return → Status
Open guide →GuideDownload an authorised vendor-portal file
Download an authorised vendor-portal fileUse the folder indicator and attachment ID route exposed by the portal.Vendor Portal → relevant record → Download file
Open guide →GuideTroubleshoot vendor portal access
Troubleshoot vendor portal accessCheck activation, vendor/contact status, credentials, visible statuses and permission options.Vendor Portal → Login and Admin Area → Purchase → Settings
Open guide →