Share vendor items
Use the supported item-sharing action.
Exact navigationAdmin Area → Purchase → Vendor Items → open mapping → Share
Before you begin
- Use an account with purchase_items or purchase_vendor_items capability 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 this guide covers
Use the supported item-sharing action. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Exact step-by-step process
- Open Admin Area → Purchase → Vendor Items → open mapping → Share.
- Open the source record and verify its recipient, status, totals and attachments.
- Choose the Send, Email, Share or Request action described in the guide.
- Select recipients and attachment/signature options shown by the form.
- Submit once and verify the activity, delivery metadata, public link or approval request created by the module.
Fields, choices and supported possibilities
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.
Item masterCommodity/item code, description, group/subgroup, unit, purchase price, tax and purchase eligibility.
Vendor-item mappingVendor, group and selected item list, shared visibility and vendor-specific values where exposed.
Files/importAttachments, spreadsheet import rows, validation errors and generated barcode/code.
Code-backed validations and workflow rules
- Vendor actions are capability-gated; portal functions also depend on the vendor-portal setting and contact authentication.
- Item and vendor-item operations use separate capability groups.
- Spreadsheet imports can create an error file for rejected rows; review it before retrying.
Expected result and verification
- The supported share vendor items 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.