Setting up Supplier Portal
Supplier portal setup
The Supplier Portal lets suppliers register, maintain profile data, view negotiations and orders, and respond to qualification. Configure supplier registration pages, invitation rules, approval workflows, supplier user roles, portal responsibilities, and notifications. Decide whether registration is invited or self-service and what data requires approval.
Users and roles
A supplier contact is not automatically a supplier portal user. Provision portal users and assign roles that limit visibility by supplier and business unit. Use registration questionnaires to collect qualifications and route approvals. Test the supplier experience from invitation through approval.
Worked example
A new supplier must complete registration and be approved before receiving a PO. Configure an invitation-only registration flow, a questionnaire with tax and bank data, and an approval workflow. Invite the supplier, have the supplier user complete the questionnaire, approve the registration, and confirm the supplier site is available for purchasing. If the user sees another supplier, the portal role or supplier association is wrong.
Traps
Do not expose bank data without approval controls. Do not assume invitation equals registration completion. Do not forget supplier site activation.