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Vendor portal and authentication

Upload a quotation file in the vendor portal

Attach a supported file to a quotation. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Vendor contactsPermission: Authenticated active vendor contact and enabled portalModule v1.7.9
Jump to steps
Where to goVendor Portal → Quotations → open quotation → Upload
Before you start
  • Use an account with Authenticated active vendor contact and enabled portal and confirm the intended record or setting before making a change.
  • Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
  • Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What you’ll accomplish

Attach a supported file to a quotation. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

  1. Go to Vendor Portal → Quotations → open quotation → Upload.
  2. Download or inspect the supported template/field requirements before preparing the file.
  3. Select the Import or Upload action and select the intended file only.
  4. Run validation and correct rejected rows, file types or required values.
  5. Complete the import/upload and review the created records, attachments and any error file.

Fields and options to review

Vendor identityCompany/name, code, tax/VAT, phone, website, category/group, address and status as exposed by the vendor form.
Contacts and accessVendor contacts, vendor administrators, portal status, language and welcome/notification settings where applicable.
Quotation headerNumber, vendor, linked request, dates, currency/rate and status.
Commercial linesItems, quantity, price, tax, discount, subtotal and total.
EvidenceAttachments, comments, signature/uploaded e-signature, PDF and send activity.

Rules the system enforces

  • Vendor actions are capability-gated; portal functions also depend on the vendor-portal setting and contact authentication.
  • Quotation status changes require the dedicated quotation status capability.
  • Automatic purchase-order creation occurs only when the relevant option is enabled and the quotation reaches the supported approval state.

How to confirm it worked

  • The supported upload a quotation file in the vendor portal flow completes without bypassing permission or validation checks.
  • The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
  • Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

  • Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
  • Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
  • Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
  • Test settings and automated jobs with controlled records before production-wide use.
Open a quotation in the vendor portalDelete a quotation file in the vendor portalOpen the vendor portalCreate a vendorCreate a purchase itemBrowse all Purchase Management guidesExpenses FinanceInvoices PaymentsContracts Documents