The Supplier Portal

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Suppliers can upload invoices directly to a PO by using the ProcurementExpress.com supplier portal.

The supplier portal allows suppliers to attach invoices directly to the relevant PO. Thus making the entire process easier and faster both for the purchaser and the supplier.

Here’s how this fits into the purchase order process:

Purchase Request:
Requester creates a Purchase Requisition

Unapproved PO

Approval:
The Purchase Order gets approved

Approved PO

Place the order:
The approved purchase order gets emailed to the supplier via the app.

Send to supplier feature

 

The supplier receives the email containing a button link (“View Purchase Order”) that takes them to the ProcurementExpress.com supplier portal.

Email Example

The supplier will be presented with the supplier portal login screen where they can log in using the existing supplier account details or register a new supplier account for free.

Supplier portal login screen

In the supplier portal, they’ll find the order details.

Supplier portal PO Preview

Now the supplier is able to upload invoices directly to the PO using the “Upload Invoice” button where they can drag & drop or browse for PDFs to upload.

Invoice uploading dropzone

Back to the purchaser:

Let’s say the Supplier uploaded 3 different invoices.

Uploaded invoices supplier portal

After the invoices have been uploaded, the PO status tag will change from “Pending” to “Invoice Received”.

Invoice Recieved Tag

All these POs can be found under the “Invoice Received” tab on the purchase order listing screen.

Purchase Orders 2019-05-23 15-40-37

Finance User:
The finance user reviews the invoices and has the option to accept, accept with a comment or reject the invoice.
Accepting an invoice will mark the PO as “Ready to pay”.

Ready To Pay Tag

All these POs can be found under the “Ready To Pay” tab on the purchase order listing screen.

Purchase Orders 2019-05-23 15-27-51

Now the PO can get paid with the peace of mind that approved invoices are attached with the accurate pricing.