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Vendor Portal

An introduction to the Vendor Portal

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Written by Ashok P
Updated over a month ago

The Vendor Portal is where published purchase orders will be displayed. The intent here is that your contact for your vendor can log in to the Vendor Portal to review your published purchase orders.

The Vendor Portal is only available if you are on our Software Assurance (SA) program.

When a purchase order is published, the contact assigned to the vendor will be sent an email like the one shown below.

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They will be taken to this login page when they click the Sign In button.

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The first time they log in, they will be prompted to change their temporary password.

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Once they have done this, and from now on, when they log in, they will see the Dashboard for the Vendor Portal.

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The buttons on the Dashboard are filters, or they can click the Purchase Orders tab to view all purchase orders.

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Once viewing purchase orders, they can filter further if needed.

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They will need to click on a purchase order to view it.

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Here, they can view, print, or email the purchase order.

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There is a History and Comments tab where users can view their history and add comments. They can also email you the comments.

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Example comment email below.

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They can add a tracking number for the entire purchase order or fill in different tracking numbers for each item.

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They can add a Vendor Reference Number for this purchase order by clicking the Pencil icon.

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When they accept or reject the purchase order, they will have the option of adding comments, emailing those comments, and adding a Vendor Reference Number (if they have not already done so).

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Example acceptance email below,

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Fields will update back in SI.

If you already have the Purchase Order Explorer open when the purchase order is accepted or rejected, you will need to click the Update From button in the Vendor Portal section of the ribbon.

update from.jpg

Users can also manage their profiles, change their passwords, and sign out by clicking their name in the upper right corner of the Vendor Portal interface.

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The above steps were from the perspective of what your vendor will see when they log into the Vendor Portal.

You can also view the purchase order, history, and comments by clicking the View button in the Vendor Portal section of the ribbon.

view in vendor portal button.png

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