Purchase Management — Vendor portal and authentication
Register, sign in and operate the vendor-facing company, items, quotations, orders, contracts, invoices, returns and files workspaces.
01Open the vendor portalUse the configured vendor-facing landing page.Vendor Portal → Home02Register a vendor through the public portalSubmit the public vendor registration form when registration is enabled.Vendor Portal → Register03Sign in to the vendor portalAuthenticate with an active vendor contact account.Vendor Portal → Login04Reset a vendor-portal passwordRequest and complete the vendor password-reset flow.Vendor Portal → Forgot Password / Reset Password05Sign out of the vendor portalEnd the authenticated vendor session.Vendor Portal → Logout06Review vendor portal terms and conditionsOpen the portal terms page.Vendor Portal → Terms and Conditions07Update the vendor portal profileEdit the signed-in contact profile.Vendor Portal → Profile08Update vendor company details in the portalEdit company, billing, shipping and return-policy data exposed by the portal.Vendor Portal → Company09Remove the vendor profile imageDelete the current portal profile image.Vendor Portal → Profile → Remove image10Change the vendor portal languageSwitch to an available CRM language.Vendor Portal → Language11View vendor portal purchase ordersReview orders visible under the configured status filter.Vendor Portal → Purchase Orders12Open a vendor portal purchase orderReview order lines, delivery and files using the authorised ID/hash flow.Vendor Portal → Purchase Orders → open order13Confirm a purchase order in the vendor portalRecord vendor confirmation for an order.Vendor Portal → Purchase Orders → open order → Confirm14Update purchase-order delivery status in the vendor portalSet a supported delivery state.Vendor Portal → Purchase Orders → open order → Delivery Status15Update a purchase-order delivery date in the vendor portalSave the vendor-provided delivery date.Vendor Portal → Purchase Orders → open order → Delivery Date16Upload a purchase-order file in the vendor portalAttach a supported file to an order.Vendor Portal → Purchase Orders → open order → Files → Upload17Delete a purchase-order file in the vendor portalRemove an authorised portal-uploaded order file.Vendor Portal → Purchase Orders → open order → Files → Delete18View vendor portal contractsReview contracts linked to the signed-in vendor.Vendor Portal → Contracts19Open a vendor contract in the portalView contract content, status and files.Vendor Portal → Contracts → open contract20View vendor portal itemsReview vendor item mappings.Vendor Portal → Items21Add or edit a vendor item in the portalMaintain a vendor item when the portal flow permits it.Vendor Portal → Items → New/Edit22Share a vendor itemUse the item share action exposed to the vendor.Vendor Portal → Items → open item → Share23Delete a vendor item from the portalRemove a vendor-item mapping through the supported portal action.Vendor Portal → Items → Delete24View vendor portal quotationsReview quotations for the signed-in vendor.Vendor Portal → Quotations25Create or edit a quotation in the vendor portalSubmit quotation data when vendor quotation management is enabled.Vendor Portal → Quotations → New/Edit26Open a quotation in the vendor portalReview quotation lines, status, files and signature controls.Vendor Portal → Quotations → open quotation27Upload a quotation file in the vendor portalAttach a supported file to a quotation.Vendor Portal → Quotations → open quotation → Upload28Delete a quotation file in the vendor portalRemove a portal quotation attachment.Vendor Portal → Quotations → open quotation → Delete file29View vendor portal purchase requestsReview shared/authorised purchase requests.Vendor Portal → Purchase Request30Open a shared purchase request in the vendor portalUse the ID/hash route supplied for shared requests.Vendor Portal → Purchase Request → open request31Upload a purchase-request file in the vendor portalAttach a file using the authorised request hash.Vendor Portal → Purchase Request → open request → Upload32Delete a purchase-request file in the vendor portalRemove an authorised request file.Vendor Portal → Purchase Request → open request → Delete file33View vendor portal purchase invoicesReview vendor invoices.Vendor Portal → Invoices34Create or edit a purchase invoice in the vendor portalMaintain an invoice when vendor invoice management is enabled.Vendor Portal → Invoices → New/Edit35Open a purchase invoice in the vendor portalReview invoice details, payment state and files.Vendor Portal → Invoices → open invoice36Delete a purchase invoice in the vendor portalRemove an invoice through the portal action when enabled and authorised.Vendor Portal → Invoices → Delete37Delete a purchase-invoice file in the vendor portalRemove an invoice attachment through the portal route.Vendor Portal → Invoices → open invoice → Delete file38View vendor portal paymentsReview recorded purchase payments.Vendor Portal → Payments39View vendor portal order returnsReview returns linked to the signed-in vendor.Vendor Portal → Order Returns40Open an order return in the vendor portalReview return lines, status and refund information.Vendor Portal → Order Returns → open return41Update an order-return status in the vendor portalSet the supported vendor-facing return state.Vendor Portal → Order Returns → open return → Status42Download an authorised vendor-portal fileUse the folder indicator and attachment ID route exposed by the portal.Vendor Portal → relevant record → Download file43Troubleshoot vendor portal accessCheck activation, vendor/contact status, credentials, visible statuses and permission options.Vendor Portal → Login and Admin Area → Purchase → Settings