Vendor Portal
Configure the vendor-facing portal for your suppliers and partners.
Vendor Portal
This documentation is currently being developed. Check back soon for complete content.
Overview
The vendor portal enables your suppliers to access their purchase orders, submit invoices, and track payment status.
What Vendors Can Access
- Company profile
- Purchase orders
- Vendor bills
- Payment history
- Documents
Configuration
Enable Vendor Portal
- Navigate to Settings > Portals
- Enable Vendor Portal
- Configure data visibility
- Set up navigation
Sync Requirements
Ensure these records are synced:
- Vendors
- Purchase Orders
- Vendor Bills
- Vendor Payments
Vendor Onboarding
- Sync vendor from NetSuite
- Invite vendor contacts
- Vendor accepts invitation
- Portal access granted