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

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.