Supplier portal
Goal
Sign in as a supplier contact to review posted purchase bills (and debit notes) and your AP statement for your supplier party.
Who it is for
Supplier portal users invited on a supplier party. Staff configure options under Supplier portal setup (supplier_portal.admin). Module supplier_portal must be enabled.
Preconditions
- Active portal user on the supplier party.
- Bills / statements visibility allowed in supplier portal settings (
show_bills,show_statements). - Staff have posted the purchase documents you need to see (portal shows posted AP documents, not drafts).
Steps — sign in
- Open
/portal/loginwith Workspace, email, and password (same portal auth as customers). - Accept an invite at
/portal/acceptif you were newly invited. - Use forgot / reset password if needed.
Steps — daily use
- Dashboard — overview for the supplier-facing shell (Supplier Portal brand when only supplier module applies).
- Finance → Bills — list posted purchase bills and debit notes for your party; open detail for lines, totals, and attachments.
- Finance → Statement — payables statement when statements are enabled (also available when customer portal statement access applies to the same login).
- User menu → Settings / Sign out.
Result
You can verify what the tenant owes you on posted bills and reconcile against the AP statement — scoped strictly to your supplier party.
What staff can configure (ahead of some portal actions)
Supplier portal setup includes toggles such as show purchase orders / ASNs, Allow PO confirmation, Allow ASN submit, and Allow invoice submit. Those policies exist for future supplier self-service; the live supplier portal API today centers on bills and the payables statement. Confirm with your tenant admin which actions are available on your workspace.
Hard stops
supplier_portalmodule off → portal supplier routes 422.- Bills or statements hidden in settings → 422 (
feature_disabled). - Disabled user / wrong portal scope → 403.
- Draft or other-party bills never appear.