Supplier portal

The portal is enabled per organization. The configuration (enabling it, auto-approval, branding) is in Administration.

Each enabled organization has its own dedicated supplier portal, with two sides:

Public: a page with your organization's branding, at a URL like …/supplier-portal/your-company, where any supplier can get to know you and sign up on their own. No login required.
Private: the authenticated panel the supplier enters once registered, where (depending on what's enabled) they quote tenders, confirm POs, give shipping notices, invoice and check their statement.

The portal is available in Spanish, English and Portuguese; the supplier chooses their language and receives the emails in that language.

Who signs up

The same flow is used to sign up both new companies interested in becoming suppliers and existing suppliers you've already loaded or invited. If whoever signs up is already in your database (detected by tax ID or email), the system links and completes them instead of duplicating them.

Sign-up step by step

The supplier creates their account and completes a 5-step wizard:

Company data: name, tax ID (with duplicate detection by name and by tax ID as they type), country, province/state, city, address, description and, optionally, website, language, size and years in business.
Contacts: at least one, with name, email, phone and role (sales or logistics).
Categories: their line of business in the 3-level tree (at least one).
Documents and conditions: they upload supporting documentation and address the conditions you define (see below).
Review and submit.

For their profile to become operational, they need, at a minimum, name, tax ID, description, address and city.

Automatic or manual approval

You decide how registrations come in (configured in Administration):

Auto-approval (default): the supplier becomes operational instantly, can enter the panel and quote.
Manual approval: the registration stays pending in My suppliers; you review their data and documents and approve or reject them. Only on approval is the supplier created in your database.

In both cases the supplier receives a confirmation email (in their language). Note: if someone declares themselves as a supplier you already have loaded but without an email or tax ID to back it up, that registration always falls to manual review, even if you have auto-approval on.

Conditions and files to sign

You can preset documents that the supplier must address without fail during sign-up (a code of conduct, a framework agreement, a declaration, etc.). They are loaded from My suppliers → Registration terms. Each document can request two types of response:

Accept: the supplier marks that they accept it.
Complete and return: the supplier downloads it, completes/signs it and uploads it again.

If there are active conditions, the supplier cannot finish sign-up without addressing all of them. Each acceptance is kept with an audit trail (who accepted, document version, date and IP address), and you see the signed files in that supplier's record.

What the supplier sees inside

Always: their tenders (invitations, terms, questions, proposals) and their profile (data, contacts, categories).
With the operations portal enabled: purchase orders to confirm, shipping notices (ASN), invoice upload with AI extraction and tax validation, statements and conversations with your team.
With consignment enabled: the settlement periods for their consigned stock.

All the detail of the supplier experience (which you can also share with them directly) is in the For suppliers section: signing up, quoting and joining tenders and orders, shipping and invoicing.

Why use it

Less manual work: the supplier maintains their own data and contacts.
Better database quality: the categories are chosen by whoever knows the line of business best, the supplier.
The whole cycle (quotation → PO → shipping → invoice) stays in one place, with traced conversations.