Supplier Portal

Overview

The Supplier Portal is a browser-based App that can be used by Suppliers to update RFQs.

URL: portal.quickeasysoftware.com

Using the Application

When you login the application opens to 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 will be able to edit the following fields - Blue Captions indicate the editable columns.

• Status

• VAT

• Fixed Price 

• Unit Price

• Due Date

• Adj %

• Qty

Notes and Attachments

Click the Menu button and select Notes and Attachments 

Click Add and select Note or Attachments.

Settings

Transaction Settings > Browser App > Enable in Supplier Portal. Options include:

• N/A (Default)

• View/Edit (All) - Can view all transactions linked to the Supplier.

• View/Edit (Exc. Pending) - Can view all transactions not in a Pending Status Group and linked to the Supplier.

Admin

The portal users are managed by QuickEasy's Helpdesk using the BOS Tools application.