Invite suppliers and carriers to the supplier portal

Suppliers confirm orders, send ship notices and invoices, answer enquiries and book dock slots themselves.

1. Open Supply Chain > Supplier Portal > Supplier Portal Users and press New. Choose supplier or carrier, the record they work for, their email and name.
2. The invitation is emailed with a link that works for seven days. The link is also shown to you in case the email does not arrive.
3. Tick Require a second step for anybody who should use an authenticator app. On cloud deployments everybody is asked anyway.
4. Disable a person to end their session at once. Invite again sends a new link and cancels the old one.

• Suppliers see only their own purchase orders, notices, invoices and enquiries; a carrier sees dock bookings only.
• An invoice from the portal arrives as a draft with its PDF attached, for the three-way match. It is never posted from outside.
• Bank detail changes arrive under Supplier Change Requests. Approving one adds the account as pending verification; confirm it with the supplier on a number you already hold before paying into it.