I Am a Supplier. How Do I Use the Supplier Portal?

TABLE OF CONTENTS

• How to Set Up Your Supplier Profile
• How to Add a New User to the Supplier Portal
• How to Add Items to the Supplier Portal
  • Add Items Through the Catalog

  • Add Items by Updating With File

• How to Invoice a Company-Customer for a Purchase Order
• How to Track Invoices

• Managing Request for Proposals in the Supplier Portal 

The Supplier Portal functionality will help you efficiently manage all the document workflow between you and your client as well as allow you to exchange important information promptly.

To start working in the Supplier Portal you must first receive an invitation email:

You should accept the invitation and register in the Supplier Portal by creating your password. After completing the registration, you can set up your profile and start using the Supplier Portal. You can begin by setting up the Configurations or skip right to the Purchase Orders/Invoices management.

How to Set Up Your Supplier Profile

To manage General Information about your business and the Basic Configuration of your account, go to Supplier Settings → Basic Settings. Here, you can provide/edit your primary business and banking information, as well as other essential data and attachments (e.g., Bank statements, W-9 Forms, tax documents, etc.).

Some data in General Information will be prefilled by your business partner, who invited you to the Precoro Supplier Portal. You can edit this information if needed and fill out other fields manually.

To set up the number/date format, time zone, exported document language, etc., use the Misc tab: 

How to Add a New User to the Supplier Portal

If you need to add a new user to the Supplier Portal, follow these steps:

1. Open the User Management page.

2. Click Invite User, fill out all the required info, and press Create.

How to Add Items to the Supplier Portal

To be able to add items, first, you need to create Item Categories:

• Go to the Companies Categories page → click Add Category. Enter the name and save. Now, you can add items to this category.

You can use two options for adding items:

• Catalog — manually add items one by one.
• Update Items — upload items in bulk from the XLSX file.

Add Items Through the Catalog

To manually add the new item:

1. Open the Item Management page and click the Catalog button on the action panel.

2. Enter the information in the form and save the changes.

Add Items by Updating With File

To upload items in bulk, follow the next steps:

1. Open the Item Management page and click Update Items.

2. In the Category, select the category you need and download the price list to upload the items. Fill out the data, save the file, and upload it to Precoro.

For successful uploading, please make sure the following is correct: column order and titles, there should be no formulas, and the file format should be XLSX.

Check these steps in the recording below:

You can also add a picture of an item to the Catalog, save the necessary picture, and drop it into the Picture field.

How to Invoice a Company-Customer for a Purchase Order

When a customer sends you a Purchase Order, you need to Invoice them.

To create an Invoice, follow the steps below:

1. Open Purchase Order and click Create Invoice (you can see the number of invoices you need to create on it). Open the order.

2. Click Create Invoice and edit the list of items, if necessary. 

3. Add your PDF/XLSX version of the Invoice via the Add Attachments button.

4. You can communicate with the client or add any information using the Add Comment button.

5. Review and Confirm the Invoice. Now, the Invoice is sent to the customer.

If you made any edits to the Invoice and/or it differs from the original purchase order, you will see that your Invoice has the status Matching, which means that the customer will need to confirm these changes.

How to Track the Invoices

You can track the Invoice status in the top right corner of the Invoice page.

• If your customer approves the changes, the status will change to Approved.

• If the customer rejects the changes, the status will change to Rejected.

• If the customer wants you to adjust your Invoice, they can send it for your revision.

You will also receive a letter notifying you of the needed actions with the documents:

Managing Request for Proposals in the Supplier Portal 

You can receive, reject, and submit the Requests for Proposals and exchange documents/attachments to clients. The process of working with them is as follows:

1. You will receive an email asking for the quotes on the list of items sent by the client. Click on the Submit Proposal button to start the process. You will be redirected to Precoro, where you will see a form with Detailed information and the list of goods.

2. Enter the Estimated delivery date and press the green button next to it to save the date.

3. Click the Edit Action to enter the prices for each item individually. You can also Reject items on the list if needed.

4. Check the form and attach any necessary files or add Notes.

5. Submit the document by clicking the Confirm button on the right or click Reject to dismiss the whole proposal.