Upload a purchase-order file in the vendor portal
Attach a supported file to an order.
Exact navigationVendor Portal → Purchase Orders → open order → Files → Upload
Before you begin
- 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 this guide covers
Attach a supported file to an order. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Exact step-by-step process
- Open Vendor Portal → Purchase Orders → open order → Files → Upload.
- Download or inspect the supported template/field requirements before preparing the file.
- Choose the Import or Upload action and select the intended file only.
- Run validation and correct rejected rows, file types or required values.
- Complete the import/upload and review the created records, attachments and any error file.
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.
Code-backed validations and workflow rules
- Vendor actions are capability-gated; portal functions also depend on the vendor-portal setting and contact authentication.
Expected result and verification
- The supported upload a purchase-order 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.