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 settings can be added to Transaction Types such as Purchase Orders:

 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.

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 can edit the fields with blue captions.

• Status

• VAT

• Fixed Price 

• Unit Price

• Due Date

• Adj %

• Qty

Notes and Attachments

1. Click Menu (button) > Notes and Attachments 

2. Click Add (button) > Note or Attachments.

Admin

Portal users are managed by QuickEasy's Helpdesk using BOS Tools.