Supplier Portal
Suppliers and carriers signing in for themselves, and the changes they ask for.
12 steps · 5 questions · 2 screens on this shelf
The screens on this shelf
Records
Supplier Portal Users
People at your suppliers and carriers who sign in to the supplier portal: invited by email, held to their own records, with a second step where you require one. People at customers are invited from CRM.
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Supplier Change Requests
Contact, address and bank details suppliers asked to change from the portal. Nothing changes until it is approved here, and a new bank account arrives unverified.
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Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.