Supplier Portal
Overview
The Supplier Portal is a browser-based App that can be used by Suppliers to update quotation requests (RFQ).
URL: portal.quickeasysoftware.com
Settings
Navigation: Main Menu > Setup > Settings > Transactions (tab)
The following setting can be added to Transaction Types such as Purchase Orders:
Browser App > Enable in Supplier Portal. Options include:
- N/A (Default): The transaction is not displayed in the supplier portal.
- View/Edit (All): Suppliers can view all the transactions linked to them.
- View/Edit (Exc. Pending): Suppliers can view all the transactions linked to them as long as the transactions are not in a Pending status.
Using the Application
When you login the application opens a menu displaying all the Transactions you have access too.
Click on a Transaction to open the list of all Transactions, excluding the Pending Transactions.
RFQ Edit Access
Users can edit the fields with blue captions.
- Status
- VAT
- Fixed Price
- Unit Price
- Due Date
- Adj %
- Qty
Notes and Attachments
- Click Menu (button) > Notes and Attachments
- Click Add (button) > Note or Attachments.
Admin
Portal users are managed by QuickEasy's Helpdesk using BOS Tools.