Guide: Vendor Portal - Items, Purchase Request, Quotation & Purchase Order

Vendor Portal - Items, Purchase Request, Quotation & Purchase Order

Dashboard

Statistics on the number of contracts, purchase orders, quotation.

Items

Use tocreateitem andshareitem for admin portal.The items on the Private itemstab are items only this vendor can see.The items in the Public itemtab are the items that have been shared with the admin portal or the items that have been assigned by the admin to the vendor.

• To Create an items: Step 1. Go to Items -> Click Add Newbutton Step 2. Fill in the requested details and click Save
• To edit the details of an existing item: Step 1. Select the item and click Step 2. Make the necessary changes and click Save button
• To delete the item Step 1. Select the item and click Step 2. Confirm your selection in the following pop-up. The item will be deleted.If the item has been shared to admin, after deleting, this item will only be deleted in the vendor portal, in the admin portal it will not be deleted
• To view Step 1. Select the item and click
• Share item to admin Select the item and click Item after being shared is displayed in the Public Itemstab of the vendor portal, the Itemsmenu and the Vendor-Itemsmenu of the admin portal.

View Purchase Request

Display shared purchase requests Vendor can attach files to a purchase request or convert to quotation The company can also view the attachments added by the vendor.Vendors can only delete their files If a purchase request is shared with multiple vendors, the vendors can see each other's attachments.

Create Quotations

Step 1. Go to Quotations menu -> click Add newbutton Step 2. Select the Purchase requestoravailable items,  and fill in the requested details -> Click Save⇒ after vendor successfully created quotation -> admin assign of vendor received notification

View Purchase Order