Supplier Portal Reference
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
| Field | Description |
|---|---|
| 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 log in, the application displays a menu listing all the transaction types you have access to.
Click a transaction type to open its list of transactions. Pending transactions are excluded from the list.
RFQ Edit Access
You 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.