Supplier portal setup
Goal
Control what authenticated suppliers see and can do: purchase orders, bills, ASNs, statements, PO confirm, ASN/invoice submit, and onboarding checklist — plus portal document types and request types.
Who it is for
supplier_portal.admin. Module supplier_portal.
Preconditions
- Module enabled; suppliers provisioned for portal access.
Steps
- Open Overview → Supplier portal setup.
- Options: show POs / bills / ASNs / statements; allow PO confirm, ASN submit, invoice submit; require onboarding checklist. Save when dirty.
- Document types and Request types catalogs for supplier-facing requests.
- Verify with a test supplier portal user.
Result
Supplier portal capabilities match the toggles. Onboarding checklist gate applies when enabled.
Hard stops
| Symptom | Cause | What to do |
|---|---|---|
| Cannot open | Module/permission | Enable supplier_portal + admin permission |
| Supplier cannot confirm PO | allow_po_confirm off | Enable the Options toggle |
| Submit ASN/invoice blocked | Matching allow_* off | Turn on submit toggles |